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Burling Wealth Partners’s Morgan Stanley MS Stock Holding History

Burling Wealth Partners’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 		$533K Hold
2,551
– – 0.08% 125
2026
Q1 		$420K Sell
2,551
-123
-5% -$21.3K 0.07% 138
2025
Q4 		$475K Buy
2,674
+189
+8% +$31.5K 0.07% 136
2025
Q3 		$395K Sell
2,485
-1,545
-38% -$228K 0.07% 137
2025
Q2 		$568K Buy
+4,030
New +$495K 0.1% 122

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

Burling Wealth Partners's MS Position: Q2 2026 in Review

Burling Wealth Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 2,551 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #125.

Burling Wealth Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $568K in Q2 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Burling Wealth Partners held 2,551 shares of Morgan Stanley worth $533K as of Q2 2026.
  • Burling Wealth Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.08% of Burling Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Burling Wealth Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Burling Wealth Partners's Morgan Stanley position peaked at $568K in Q2 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.