CW
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Channel Wealth’s Morgan Stanley MS Stock Holding History

Channel Wealth’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 		$318K Hold
1,522
– – 0.07% 145
2026
Q1 		$250K Sell
1,522
-20
-1% -$3.46K 0.06% 150
2025
Q4 		$274K Sell
1,542
-64
-4% -$10.7K 0.07% 141
2025
Q3 		$255K Sell
1,606
-1
-0.1% -$148 0.07% 147
2025
Q2 		$226K Buy
+1,607
New +$197K 0.06% 156
2025
Q1 		– Sell
-1,601
Closed -$201K – 173
2024
Q4 		$201K Buy
+1,601
New +$197K 0.07% 155

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

Channel Wealth's MS Position: Q2 2026 in Review

Channel Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 1,522 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #145.

Channel Wealth first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Channel Wealth held 1,522 shares of Morgan Stanley worth $318K as of Q2 2026.
  • Channel Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.07% of Channel Wealth's portfolio in Q2 2026, its #145 holding.
  • Channel Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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