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Center for Wealth Management Advisory’s Morgan Stanley MS Stock Holding History

Center for Wealth Management Advisory’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 		$2.69M Buy
12,874
+1,335
+12% +$264K 1.69% 9
2026
Q1 		$1.9M Sell
11,539
-1,478
-11% -$256K 1.37% 18
2025
Q4 		$2.31M Buy
+13,017
New +$2.17M 1.7% 9

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 $3.37T AUM 44.26% 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

Center for Wealth Management Advisory's MS Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $264K and bringing the position to 12,874 shares worth $2.69M. The position accounts for 1.69% of the portfolio, ranked #9.

Center for Wealth Management Advisory first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Center for Wealth Management Advisory held 12,874 shares of Morgan Stanley worth $2.69M as of Q2 2026.
  • Center for Wealth Management Advisory bought 1,335 Morgan Stanley shares in Q2 2026, an estimated $264K.
  • Morgan Stanley made up 1.69% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #9 holding.
  • Center for Wealth Management Advisory first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.