CW
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Curio Wealth’s Morgan Stanley MS Stock Holding History

Curio Wealth’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 		– Sell
-531
Closed -$87.4K – 738
2026
Q1 		$87.4K Buy
531
+4
+0.8% +$693 0.03% 108
2025
Q4 		$95.7K Buy
+527
New +$87.9K 0.03% 104
2025
Q3 		– Sell
-527
Closed -$74.2K – 336
2025
Q2 		$74.2K Buy
527
+525
+26,250% +$64.5K 0.03% 110
2025
Q1 		$97.7K Sell
2
-248
-99% -$32K 0.05% 99
2024
Q4 		$31.4K Buy
+250
New +$30.8K 0.02% 146

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 $3.38T AUM 44.17% 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

Curio Wealth's MS Position: Q2 2026 in Review

Curio Wealth sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 531 shares — an estimated $87.4K sold.

Curio Wealth first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $97.7K in Q1 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Curio Wealth reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 531 Morgan Stanley shares in Q2 2026, an estimated $87.4K.
  • Curio Wealth first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's Morgan Stanley position peaked at $97.7K in Q1 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.