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Cassaday & Co Wealth Management’s Morgan Stanley MS Stock Holding History

Cassaday & Co 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 		$280K Sell
1,338
-9
-0.7% -$1.78K 0.01% 305
2026
Q1 		$222K Sell
1,347
-298
-18% -$51.6K ﹤0.01% 323
2025
Q4 		$292K Buy
1,645
+260
+19% +$43.4K 0.01% 292
2025
Q3 		$220K Buy
+1,385
New +$205K 0.01% 320
2024
Q2 		– Sell
-3,437
Closed -$324K – 308
2024
Q1 		$324K Buy
+3,437
New +$303K 0.01% 213

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

Cassaday & Co Wealth Management's MS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Morgan Stanley (MS) stake by 0.67% in Q2 2026, selling an estimated $1.78K and leaving 1,338 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #305.

Cassaday & Co Wealth Management first reported a position in MS in Q1 2024 and has held it in 5 quarters since. The position peaked at $324K in Q1 2024. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,338 shares of Morgan Stanley worth $280K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
  • Morgan Stanley made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Cassaday & Co Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Morgan Stanley position peaked at $324K in Q1 2024.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.