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Destiny Wealth Partners’s Morgan Stanley MS Stock Holding History

Destiny 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 		$229K Buy
1,087
+837
+335% +$166K 0.03% 155
2026
Q1 		$41.1K Buy
+250
New +$43.3K ﹤0.01% 464
2023
Q1 		– Sell
-11
Closed -$935 – 457
2022
Q4 		$935 Buy
+11
New +$938 ﹤0.01% 649

Other funds holding MS

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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

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

Destiny Wealth Partners increased its Morgan Stanley (MS) stake by 335% in Q2 2026, buying an estimated $166K and bringing the position to 1,087 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #155.

Destiny Wealth Partners first reported a position in MS in Q4 2022 and has held it in 3 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Destiny Wealth Partners held 1,087 shares of Morgan Stanley worth $229K as of Q2 2026.
  • Destiny Wealth Partners bought 837 Morgan Stanley shares in Q2 2026, an estimated $166K.
  • Morgan Stanley made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Destiny Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 3 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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