DWM
MS icon

Diversify Wealth Management’s Morgan Stanley MS Stock Holding History

Diversify Wealth Management’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 		$3.76M Sell
17,538
-21
-0.1% -$4.16K 0.06% 260
2026
Q1 		$3.29M Buy
17,559
+11,726
+201% +$2.03M 0.06% 260
2025
Q4 		$1.07M Buy
5,833
+459
+9% +$76.6K 0.05% 308
2025
Q3 		$879K Sell
5,374
-154
-3% -$22.7K 0.05% 292
2025
Q2 		$814K Sell
5,528
-411
-7% -$50.5K 0.05% 303
2025
Q1 		$690K Sell
5,939
-135
-2% -$17.4K 0.05% 295
2024
Q4 		$750K Buy
6,074
+183
+3% +$22.5K 0.06% 266
2024
Q3 		$697K Buy
5,891
+606
+11% +$61K 0.07% 242
2024
Q2 		$487K Buy
+5,285
New +$503K 0.06% 280

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

Diversify Wealth Management's MS Position: Q2 2026 in Review

Diversify Wealth Management reduced its Morgan Stanley (MS) stake by 0.12% in Q2 2026, selling an estimated $4.16K and leaving 17,538 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #260.

Diversify Wealth Management first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Diversify Wealth Management held 17,538 shares of Morgan Stanley worth $3.76M as of Q2 2026.
  • Diversify Wealth Management sold 21 Morgan Stanley shares in Q2 2026, an estimated $4.16K.
  • Morgan Stanley made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Diversify Wealth Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.