Compass Wealth Management’s Morgan Stanley MS Stock Holding History

Compass 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	$248K	Buy	+1,184	New	+$234K	0.05%	160
2025 Q2	–	Sell	-1,184	Closed	-$138K	–	305
2025 Q1	$138K	Hold	1,184	–	–	0.04%	170
2024 Q4	$149K	Hold	1,184	–	–	0.04%	164
2024 Q3	$123K	Hold	1,184	–	–	0.03%	183
2024 Q2	$115K	Hold	1,184	–	–	0.03%	191
2024 Q1	$111K	Hold	1,184	–	–	0.03%	189
2023 Q4	$110K	Hold	1,184	–	–	0.03%	185
2023 Q3	$96.7K	Sell	1,184 -28	-2%	-$2.43K	0.03%	188
2023 Q2	$104K	Hold	1,212	–	–	0.03%	185
2023 Q1	$106K	Hold	1,212	–	–	0.03%	179
2022 Q4	$103K	Buy	+1,212	New	+$103K	0.03%	185

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Wealth Management's MS Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,184 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in MS as recently as Q1 2025.

Compass Wealth Management first reported a position in MS in Q4 2022 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Compass Wealth Management held 1,184 shares of Morgan Stanley worth $248K as of Q2 2026.
Morgan Stanley was a new Compass Wealth Management position in Q2 2026.
Morgan Stanley made up 0.05% of Compass Wealth Management's portfolio in Q2 2026, its #160 holding.
Compass Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 11 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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