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Bullock Wealth Management’s Morgan Stanley MS Stock Holding History

Bullock 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 		$802K Sell
3,788
-150
-4% -$29.7K 0.35% 71
2026
Q1 		$654K Sell
3,938
-6
-0.2% -$1.04K 0.33% 76
2025
Q4 		$700K Sell
3,944
-43
-1% -$7.17K 0.34% 70
2025
Q3 		$625K Buy
3,987
+267
+7% +$39.4K 0.31% 77
2025
Q2 		$525K Sell
3,720
-91
-2% -$11.2K 0.28% 87
2025
Q1 		$441K Buy
3,811
+31
+0.8% +$3.99K 0.25% 96
2024
Q4 		$475K Sell
3,780
-271
-7% -$33.4K 0.28% 79
2024
Q3 		$423K Buy
4,051
+54
+1% +$5.44K 0.26% 90
2024
Q2 		$396K Sell
3,997
-44
-1% -$4.19K 0.26% 87
2024
Q1 		$378K Buy
+4,041
New +$356K 0.25% 92

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

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

Bullock Wealth Management reduced its Morgan Stanley (MS) stake by 3.8% in Q2 2026, selling an estimated $29.7K and leaving 3,788 shares worth $802K. The position accounts for 0.35% of the portfolio, ranked #71.

Bullock Wealth Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bullock Wealth Management held 3,788 shares of Morgan Stanley worth $802K as of Q2 2026.
  • Bullock Wealth Management sold 150 Morgan Stanley shares in Q2 2026, an estimated $29.7K.
  • Morgan Stanley made up 0.35% of Bullock Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Bullock Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.