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Darden Wealth Group’s Morgan Stanley MS Stock Holding History

Darden Wealth 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 		$516K Buy
2,467
+117
+5% +$23.2K 0.2% 95
2026
Q1 		$387K Hold
2,350
– – 0.2% 96
2025
Q4 		$417K Hold
2,350
– – 0.2% 93
2025
Q3 		$374K Sell
2,350
-46
-2% -$6.79K 0.2% 96
2025
Q2 		$338K Hold
2,396
– – 0.2% 98
2025
Q1 		$280K Hold
2,396
– – 0.22% 87
2024
Q4 		$301K Hold
2,396
– – 0.2% 85
2024
Q3 		$250K Hold
2,396
– – 0.18% 90
2024
Q2 		$233K Hold
2,396
– – 0.14% 92
2024
Q1 		$226K Hold
2,396
– – 0.18% 95
2023
Q4 		$223K Buy
+2,396
New +$192K 0.21% 87

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

Darden Wealth Group's MS Position: Q2 2026 in Review

Darden Wealth Group increased its Morgan Stanley (MS) stake by 5% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,467 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #95.

Darden Wealth Group first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Darden Wealth Group held 2,467 shares of Morgan Stanley worth $516K as of Q2 2026.
  • Darden Wealth Group bought 117 Morgan Stanley shares in Q2 2026, an estimated $23.2K.
  • Morgan Stanley made up 0.2% of Darden Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Darden Wealth Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.