BWS
MS icon

Buck Wealth Strategies’s Morgan Stanley MS Stock Holding History

Buck Wealth Strategies’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 		$8.99K Buy
+43
New +$8.52K ﹤0.01% 614
2023
Q4 		– Sell
-52
Closed -$4.22K – 252
2023
Q3 		$4.22K Sell
52
-864
-94% -$75K ﹤0.01% 252
2023
Q2 		$78.2K Buy
916
+865
+1,696% +$74K 0.03% 59
2023
Q1 		$4.45K Buy
+51
New +$4.76K ﹤0.01% 137

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

Buck Wealth Strategies's MS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Morgan Stanley (MS) in Q2 2026: 43 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in MS as recently as Q3 2023.

Buck Wealth Strategies first reported a position in MS in Q1 2023 and has held it in 4 quarters since. The position peaked at $78.2K in Q2 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Buck Wealth Strategies held 43 shares of Morgan Stanley worth $8.99K as of Q2 2026.
  • Morgan Stanley was a new Buck Wealth Strategies position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #614 holding.
  • Buck Wealth Strategies first reported a position in Morgan Stanley in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Morgan Stanley position peaked at $78.2K in Q2 2023.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.