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BIP Wealth’s Morgan Stanley MS Stock Holding History

BIP 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 		$363K Buy
1,738
+503
+41% +$99.6K 0.01% 419
2026
Q1 		$203K Sell
1,235
-215
-15% -$37.2K 0.01% 440
2025
Q4 		$257K Sell
1,450
-16
-1% -$2.67K 0.01% 393
2025
Q3 		$233K Buy
+1,466
New +$216K 0.01% 279

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 $3.38T AUM 44.17% 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

BIP Wealth's MS Position: Q2 2026 in Review

BIP Wealth increased its Morgan Stanley (MS) stake by 41% in Q2 2026, buying an estimated $99.6K and bringing the position to 1,738 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #419.

BIP Wealth first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BIP Wealth held 1,738 shares of Morgan Stanley worth $363K as of Q2 2026.
  • BIP Wealth bought 503 Morgan Stanley shares in Q2 2026, an estimated $99.6K.
  • Morgan Stanley made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #419 holding.
  • BIP Wealth first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.