Buckley Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Sell |
8,040
-1,455
| -15% | -$288K | 0.42% | 45 |
|
|
2026
Q1 | $1.56M | Buy |
9,495
+817
| +9% | +$141K | 0.4% | 49 |
|
|
2025
Q4 | $1.54M | Sell |
8,678
-25
| -0.3% | -$4.17K | 0.41% | 41 |
|
|
2025
Q3 | $1.38M | Sell |
8,703
-235
| -3% | -$34.7K | 0.38% | 49 |
|
|
2025
Q2 | $1.26M | Sell |
8,938
-1,047
| -10% | -$129K | 0.38% | 51 |
|
|
2025
Q1 | $1.16M | Buy |
9,985
+200
| +2% | +$25.8K | 0.36% | 51 |
|
|
2024
Q4 | $1.23M | Buy |
9,785
+96
| +1% | +$11.8K | 0.38% | 54 |
|
|
2024
Q3 | $1.01M | Buy |
9,689
+270
| +3% | +$27.2K | 0.31% | 61 |
|
|
2024
Q2 | $915K | Buy |
9,419
+31
| +0.3% | +$2.95K | 0.29% | 59 |
|
|
2024
Q1 | $884K | Buy |
9,388
+128
| +1% | +$11.3K | 0.28% | 61 |
|
|
2023
Q4 | $863K | Sell |
9,260
-477
| -5% | -$38.2K | 0.3% | 63 |
|
|
2023
Q3 | $795K | Sell |
9,737
-2,208
| -18% | -$192K | 0.3% | 62 |
|
|
2023
Q2 | $1.02M | Buy |
11,945
+1,151
| +11% | +$98.4K | 0.35% | 51 |
|
|
2023
Q1 | $948K | Sell |
10,794
-1,199
| -10% | -$112K | 0.35% | 51 |
|
|
2022
Q4 | $1.02M | Buy |
11,993
+89
| +0.7% | +$7.58K | 0.37% | 41 |
|
|
2022
Q3 | $941K | Sell |
11,904
-3,552
| -23% | -$299K | 0.35% | 48 |
|
|
2022
Q2 | $1.18M | Sell |
15,456
-36
| -0.2% | -$2.95K | 0.38% | 44 |
|
|
2022
Q1 | $1.35M | Buy |
15,492
+3,082
| +25% | +$297K | 0.37% | 46 |
|
|
2021
Q4 | $1.22M | Buy |
12,410
+5,995
| +93% | +$597K | 0.36% | 50 |
|
|
2021
Q3 | $624K | Buy |
6,415
+809
| +14% | +$80.2K | 0.2% | 79 |
|
|
2021
Q2 | $514K | Buy |
5,606
+1,131
| +25% | +$97K | 0.18% | 89 |
|
|
2021
Q1 | $348K | Sell |
4,475
-2,105
| -32% | -$161K | 0.13% | 100 |
|
|
2020
Q4 | $451K | Sell |
6,580
-2,840
| -30% | -$163K | 0.18% | 80 |
|
|
2020
Q3 | $455K | Sell |
9,420
-3,967
| -30% | -$200K | 0.2% | 77 |
|
|
2020
Q2 | $647K | Sell |
13,387
-15
| -0.1% | -$630 | 0.29% | 66 |
|
|
2020
Q1 | $456K | Sell |
13,402
-35
| -0.3% | -$1.65K | 0.25% | 82 |
|
|
2019
Q4 | $687K | Hold |
13,437
| – | – | 0.31% | 60 |
|
|
2019
Q3 | $573K | Sell |
13,437
-6,531
| -33% | -$279K | 0.28% | 71 |
|
|
2019
Q2 | $875K | Sell |
19,968
-2,958
| -13% | -$132K | 0.41% | 38 |
|
|
2019
Q1 | $967K | Hold |
22,926
| – | – | 0.46% | 39 |
|
|
2018
Q4 | $909K | Buy |
22,926
+50
| +0.2% | +$2.18K | 0.47% | 37 |
|
|
2018
Q3 | $1.06M | Buy |
22,876
+216
| +1% | +$10.5K | 0.47% | 43 |
|
|
2018
Q2 | $1.07M | Sell |
22,660
-86
| -0.4% | -$4.49K | 0.51% | 40 |
|
|
2018
Q1 | $1.23M | Sell |
22,746
-78
| -0.3% | -$4.32K | 0.61% | 37 |
|
|
2017
Q4 | $1.2M | Buy |
+22,824
| New | +$1.15M | 0.6% | 41 |
|
Other funds holding MS
Buckley Wealth Management's MS Position: Q2 2026 in Review
Buckley Wealth Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $288K and leaving 8,040 shares worth $1.68M. The position accounts for 0.42% of the portfolio, ranked #45.
Buckley Wealth Management first reported a position in MS in Q4 2017 and has held it in 35 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Buckley Wealth Management held 8,040 shares of Morgan Stanley worth $1.68M as of Q2 2026.
- Buckley Wealth Management sold 1,455 Morgan Stanley shares in Q2 2026, an estimated $288K.
- Morgan Stanley made up 0.42% of Buckley Wealth Management's portfolio in Q2 2026, its #45 holding.
- Buckley Wealth Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
- 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.