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Clark Wealth Partners’s Morgan Stanley MS Stock Holding History

Clark 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 		$38.8K Buy
185
+2
+1% +$396 0.02% 134
2026
Q1 		$30.1K Sell
183
-4,583
-96% -$793K 0.02% 140
2025
Q4 		$846K Hold
4,766
– – 0.52% 25
2025
Q3 		$846K Buy
4,766
+4,655
+4,194% +$687K 0.52% 25
2025
Q2 		$15.6K Buy
111
+39
+54% +$4.79K 0.01% 175
2025
Q1 		$8.4K Hold
72
– – 0.01% 213
2024
Q4 		$9.05K Buy
+72
New +$8.87K 0.01% 179

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Clark Wealth Partners increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $396 and bringing the position to 185 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #134.

Clark Wealth Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $846K in Q4 2025. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clark Wealth Partners held 185 shares of Morgan Stanley worth $38.8K as of Q2 2026.
  • Clark Wealth Partners bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Clark Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Morgan Stanley position peaked at $846K in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.