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Bingham Private Wealth’s Morgan Stanley MS Stock Holding History

Bingham Private Wealth’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 		$332K Sell
1,587
-238
-13% -$47.1K 0.23% 116
2026
Q1 		$300K Buy
1,825
+81
+5% +$14K 0.24% 124
2025
Q4 		$310K Buy
+1,744
New +$291K 0.27% 109
2025
Q2 		$245K Sell
1,738
-129
-7% -$15.8K 0.23% 131
2025
Q1 		$218K Buy
1,867
+106
+6% +$13.7K 0.23% 146
2024
Q4 		$221K Buy
+1,761
New +$217K 0.24% 134

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

Bingham Private Wealth's MS Position: Q2 2026 in Review

Bingham Private Wealth reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $47.1K and leaving 1,587 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #116.

Bingham Private Wealth first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bingham Private Wealth held 1,587 shares of Morgan Stanley worth $332K as of Q2 2026.
  • Bingham Private Wealth sold 238 Morgan Stanley shares in Q2 2026, an estimated $47.1K.
  • Morgan Stanley made up 0.23% of Bingham Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Bingham Private Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.