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Code Waechter’s Morgan Stanley MS Stock Holding History

Code Waechter’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 		$632K Hold
3,021
– – 0.33% 61
2026
Q1 		$497K Hold
3,021
– – 0.3% 68
2025
Q4 		$536K Sell
3,021
-1,381
-31% -$230K 0.34% 65
2025
Q3 		$684K Sell
4,402
-30
-0.7% -$4.43K 0.45% 50
2025
Q2 		$624K Buy
4,432
+102
+2% +$12.5K 0.44% 50
2025
Q1 		$505K Buy
4,330
+1,207
+39% +$156K 0.42% 53
2024
Q4 		$393K Buy
3,123
+28
+0.9% +$3.45K 0.34% 63
2024
Q3 		$323K Buy
+3,095
New +$312K 0.31% 71

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

Code Waechter's MS Position: Q2 2026 in Review

Code Waechter held its Morgan Stanley (MS) position steady in Q2 2026 at 3,021 shares worth $632K. The position accounts for 0.33% of the portfolio, ranked #61.

Code Waechter first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $684K in Q3 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Code Waechter held 3,021 shares of Morgan Stanley worth $632K as of Q2 2026.
  • Code Waechter left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.33% of Code Waechter's portfolio in Q2 2026, its #61 holding.
  • Code Waechter first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Code Waechter's Morgan Stanley position peaked at $684K in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.