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Curated Wealth Partners’s Morgan Stanley MS Stock Holding History

Curated 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 		$360K Buy
+1,724
New +$341K 0.04% 145
2021
Q3 		– Sell
-3,198
Closed -$293K – 149
2021
Q2 		$293K Sell
3,198
-497
-13% -$42.6K 0.16% 114
2021
Q1 		$287K Sell
3,695
-519
-12% -$39.8K 0.18% 108
2020
Q4 		$289K Buy
+4,214
New +$242K 0.19% 106

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

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

Curated Wealth Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,724 shares worth $360K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MS as recently as Q2 2021.

Curated Wealth Partners first reported a position in MS in Q4 2020 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Curated Wealth Partners held 1,724 shares of Morgan Stanley worth $360K as of Q2 2026.
  • Morgan Stanley was a new Curated Wealth Partners position in Q2 2026.
  • Morgan Stanley made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Curated Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 4 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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