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BlackDiamond Wealth Management’s Morgan Stanley MS Stock Holding History

BlackDiamond Wealth Management’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 		$418K Buy
1,943
+115
+6% +$22.8K 0.17% 128
2026
Q1 		$301K Sell
1,828
-15
-0.8% -$2.6K 0.14% 139
2025
Q4 		$336K Buy
1,843
+3
+0.2% +$500 0.16% 130
2025
Q3 		$292K Buy
1,840
+37
+2% +$5.46K 0.16% 121
2025
Q2 		$254K Buy
+1,803
New +$221K 0.15% 133

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

BlackDiamond Wealth Management's MS Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Morgan Stanley (MS) stake by 6.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,943 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #128.

BlackDiamond Wealth Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • BlackDiamond Wealth Management held 1,943 shares of Morgan Stanley worth $418K as of Q2 2026.
  • BlackDiamond Wealth Management bought 115 Morgan Stanley shares in Q2 2026, an estimated $22.8K.
  • Morgan Stanley made up 0.17% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #128 holding.
  • BlackDiamond Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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