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Compton Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Compton Wealth Advisory Group’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 		$3.33M Sell
15,698
-134
-0.8% -$26.5K 0.67% 31
2026
Q1 		$2.63M Buy
15,832
+1,956
+14% +$339K 0.59% 35
2025
Q4 		$2.46M Sell
13,876
-249
-2% -$41.5K 0.54% 40
2025
Q3 		$2.25M Buy
14,125
+5
+0% +$738 0.52% 37
2025
Q2 		$1.99M Buy
14,120
+708
+5% +$87K 0.5% 37
2025
Q1 		$1.56M Buy
13,412
+319
+2% +$41.1K 0.43% 43
2024
Q4 		$1.65M Buy
13,093
+842
+7% +$104K 0.42% 47
2024
Q3 		$1.28M Buy
12,251
+699
+6% +$70.4K 0.32% 55
2024
Q2 		$1.12M Sell
11,552
-242
-2% -$23K 0.3% 55
2024
Q1 		$1.11M Buy
11,794
+173
+1% +$15.2K 0.3% 56
2023
Q4 		$1.08M Buy
11,621
+306
+3% +$24.5K 0.34% 50
2023
Q3 		$924K Buy
11,315
+455
+4% +$39.5K 0.32% 54
2023
Q2 		$927K Buy
10,860
+147
+1% +$12.6K 0.31% 54
2023
Q1 		$941K Buy
10,713
+2,226
+26% +$208K 0.33% 56
2022
Q4 		$722K Sell
8,487
-6,009
-41% -$512K 0.28% 59
2022
Q3 		$1.15M Buy
14,496
+283
+2% +$23.9K 0.49% 45
2022
Q2 		$1.08M Buy
14,213
+468
+3% +$38.3K 0.47% 47
2022
Q1 		$1.2M Buy
13,745
+990
+8% +$95.5K 0.46% 49
2021
Q4 		$1.25M Buy
+12,755
New +$1.27M 0.54% 45

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

Compton Wealth Advisory Group's MS Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Morgan Stanley (MS) stake by 0.85% in Q2 2026, selling an estimated $26.5K and leaving 15,698 shares worth $3.33M. The position accounts for 0.67% of the portfolio, ranked #31.

Compton Wealth Advisory Group first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Compton Wealth Advisory Group held 15,698 shares of Morgan Stanley worth $3.33M as of Q2 2026.
  • Compton Wealth Advisory Group sold 134 Morgan Stanley shares in Q2 2026, an estimated $26.5K.
  • Morgan Stanley made up 0.67% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Compton Wealth Advisory Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.