Beirne Wealth Consulting Services’s Morgan Stanley MS Stock Holding History

Beirne Wealth Consulting Services’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	$276K	Sell	1,319 -300	-19%	-$59.4K	0.05%	86
2026 Q1	$266K	Sell	1,619 -27	-2%	-$4.67K	0.08%	95
2025 Q4	$292K	Sell	1,646 -1,863	-53%	-$311K	0.08%	91
2025 Q3	$558K	Buy	3,509 +1,890	+117%	+$279K	0.13%	94
2025 Q2	$228K	Buy	+1,619	New	+$199K	0.07%	91
2025 Q1	–	Sell	-1,619	Closed	-$204K	–	104
2024 Q4	$204K	Buy	+1,619	New	+$199K	0.07%	91
2024 Q1	–	Sell	-2,817	Closed	-$263K	–	136
2023 Q4	$263K	Buy	+2,817	New	+$225K	0.13%	113
2022 Q2	–	Sell	-3,800	Closed	-$331K	–	104
2022 Q1	$331K	Hold	3,800	–	–	0.18%	71
2021 Q4	$372K	Buy	3,800 +200	+6%	+$19.9K	0.2%	66
2021 Q3	$350K	Hold	3,600	–	–	0.2%	68
2021 Q2	$331K	Hold	3,600	–	–	0.18%	73
2021 Q1	$280K	Sell	3,600 -10,522	-75%	-$806K	0.16%	71
2020 Q4	$968K	Sell	14,122 -14,700	-51%	-$843K	0.48%	43
2020 Q3	$1.39M	Buy	+28,822	New	+$1.45M	0.81%	25
2019 Q2	–	Sell	-10,087	Closed	-$426K	–	172
2019 Q1	$426K	Sell	10,087 -1,119	-10%	-$47.1K	0.33%	99
2018 Q4	$444K	Buy	+11,206	New	+$489K	0.38%	80

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beirne Wealth Consulting Services's MS Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Morgan Stanley (MS) stake by 19% in Q2 2026, selling an estimated $59.4K and leaving 1,319 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #86.

Beirne Wealth Consulting Services first reported a position in MS in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2020. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Beirne Wealth Consulting Services held 1,319 shares of Morgan Stanley worth $276K as of Q2 2026.
Beirne Wealth Consulting Services sold 300 Morgan Stanley shares in Q2 2026, an estimated $59.4K.
Morgan Stanley made up 0.05% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #86 holding.
Beirne Wealth Consulting Services first reported a position in Morgan Stanley in Q4 2018 and has held it in 16 quarters since.
Beirne Wealth Consulting Services's Morgan Stanley position peaked at $1.39M in Q3 2020.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.