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DiNuzzo Private Wealth’s Morgan Stanley MS Stock Holding History

DiNuzzo Private 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 		$87.8K Hold
420
– – 0.01% 116
2026
Q1 		$69.1K Sell
420
-16
-4% -$2.77K 0.01% 121
2025
Q4 		$77.4K Sell
436
-267
-38% -$44.5K 0.01% 118
2025
Q3 		$106K Hold
703
– – 0.01% 99
2025
Q2 		$99K Buy
703
+307
+78% +$37.7K 0.01% 102
2025
Q1 		$46.2K Buy
396
+3
+0.8% +$387 0.01% 127
2024
Q4 		$49.4K Hold
393
– – 0.01% 125
2024
Q3 		$41K Buy
393
+312
+385% +$31.4K 0.01% 136
2024
Q2 		$7.87K Buy
81
+10
+14% +$952 ﹤0.01% 219
2024
Q1 		$6.69K Buy
71
+5
+8% +$440 ﹤0.01% 222
2023
Q4 		$6.16K Buy
+66
New +$5.28K ﹤0.01% 218

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

DiNuzzo Private Wealth's MS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 420 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #116.

DiNuzzo Private Wealth first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q3 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • DiNuzzo Private Wealth held 420 shares of Morgan Stanley worth $87.8K as of Q2 2026.
  • DiNuzzo Private Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #116 holding.
  • DiNuzzo Private Wealth first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Morgan Stanley position peaked at $106K in Q3 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.