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Badgley Phelps Wealth Managers’s Morgan Stanley MS Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.3M Sell
283,722
-6,014
-2% -$1.19M 1.04% 28
2026
Q1 		$47.7M Sell
289,736
-6,212
-2% -$1.08M 0.95% 28
2025
Q4 		$52.5M Buy
295,948
+6,022
+2% +$1M 0.96% 26
2025
Q3 		$46.1M Buy
289,926
+1,862
+0.6% +$275K 0.97% 27
2025
Q2 		$40.6M Sell
288,064
-746
-0.3% -$91.6K 0.9% 29
2025
Q1 		$33.7M Buy
288,810
+1,047
+0.4% +$135K 0.81% 32
2024
Q4 		$36.2M Buy
287,763
+2,243
+0.8% +$276K 0.84% 32
2024
Q3 		$29.8M Buy
285,520
+2,840
+1% +$286K 0.69% 41
2024
Q2 		$27.5M Buy
282,680
+6,207
+2% +$591K 0.68% 40
2024
Q1 		$26M Sell
276,473
-139,887
-34% -$12.3M 0.65% 45
2023
Q4 		$38.8M Buy
416,360
+29,205
+8% +$2.34M 1.06% 25
2023
Q3 		$31.6M Buy
387,155
+7,962
+2% +$691K 1.08% 28
2023
Q2 		$32.4M Buy
379,193
+5,921
+2% +$506K 1.07% 26
2023
Q1 		$32.8M Buy
373,272
+5,760
+2% +$538K 1.21% 22
2022
Q4 		$31.2M Buy
367,512
+4,239
+1% +$361K 1.25% 23
2022
Q3 		$28.7M Buy
363,273
+5,961
+2% +$502K 1.23% 22
2022
Q2 		$27.2M Sell
357,312
-5,952
-2% -$488K 1.12% 26
2022
Q1 		$31.7M Sell
363,264
-18,276
-5% -$1.76M 1.1% 25
2021
Q4 		$37.5M Buy
381,540
+10,501
+3% +$1.05M 1.22% 22
2021
Q3 		$36.1M Buy
+371,039
New +$36.8M 1.31% 17

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Badgley Phelps Wealth Managers's MS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Morgan Stanley (MS) stake by 2.1% in Q2 2026, selling an estimated $1.19M and leaving 283,722 shares worth $59.3M. The position accounts for 1.04% of the portfolio, ranked #28.

Badgley Phelps Wealth Managers first reported a position in MS in Q3 2021 and has held it in 20 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Badgley Phelps Wealth Managers held 283,722 shares of Morgan Stanley worth $59.3M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 6,014 Morgan Stanley shares in Q2 2026, an estimated $1.19M.
  • Morgan Stanley made up 1.04% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #28 holding.
  • Badgley Phelps Wealth Managers first reported a position in Morgan Stanley in Q3 2021 and has held it in 20 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.