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Confluence Wealth Services’s Morgan Stanley MS Stock Holding History

Confluence Wealth Services’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 		$955K Buy
4,568
+2,747
+151% +$544K 0.03% 235
2026
Q1 		$300K Buy
1,821
+312
+21% +$54K 0.01% 319
2025
Q4 		$268K Buy
1,509
+159
+12% +$26.5K 0.01% 333
2025
Q3 		$215K Sell
1,350
-93
-6% -$13.7K 0.01% 353
2025
Q2 		$203K Buy
+1,443
New +$177K 0.01% 352
2022
Q1 		– Sell
-568
Closed -$55K – 811
2021
Q4 		$55K Buy
+568
New +$56.6K 0.02% 451

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

Confluence Wealth Services's MS Position: Q2 2026 in Review

Confluence Wealth Services increased its Morgan Stanley (MS) stake by 151% in Q2 2026, buying an estimated $544K and bringing the position to 4,568 shares worth $955K. The position accounts for 0.03% of the portfolio, ranked #235.

Confluence Wealth Services first reported a position in MS in Q4 2021 and has held it in 6 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Confluence Wealth Services held 4,568 shares of Morgan Stanley worth $955K as of Q2 2026.
  • Confluence Wealth Services bought 2,747 Morgan Stanley shares in Q2 2026, an estimated $544K.
  • Morgan Stanley made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #235 holding.
  • Confluence Wealth Services first reported a position in Morgan Stanley in Q4 2021 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 Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.