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Balboa Wealth Partners’s Morgan Stanley MS Stock Holding History

Balboa Wealth Partners’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 		$839K Buy
4,012
+657
+20% +$130K 0.11% 150
2026
Q1 		$552K Buy
3,355
+174
+5% +$30.1K 0.09% 183
2025
Q4 		$565K Buy
3,181
+59
+2% +$9.84K 0.09% 176
2025
Q3 		$496K Buy
3,122
+310
+11% +$45.8K 0.09% 182
2025
Q2 		$396K Sell
2,812
-124
-4% -$15.2K 0.08% 195
2025
Q1 		$343K Sell
2,936
-865
-23% -$111K 0.08% 175
2024
Q4 		$478K Buy
+3,801
New +$468K 0.11% 146
2024
Q3 		– Sell
-2,946
Closed -$286K – 361
2024
Q2 		$286K Buy
+2,946
New +$280K 0.08% 199

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

Balboa Wealth Partners's MS Position: Q2 2026 in Review

Balboa Wealth Partners increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $130K and bringing the position to 4,012 shares worth $839K. The position accounts for 0.11% of the portfolio, ranked #150.

Balboa Wealth Partners first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Balboa Wealth Partners held 4,012 shares of Morgan Stanley worth $839K as of Q2 2026.
  • Balboa Wealth Partners bought 657 Morgan Stanley shares in Q2 2026, an estimated $130K.
  • Morgan Stanley made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Balboa Wealth Partners first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.