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Dynasty Wealth Management’s Morgan Stanley MS Stock Holding History

Dynasty 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 		$3.57M Sell
17,058
-499
-3% -$98.8K 0.03% 97
2026
Q1 		$2.89M Sell
17,557
-84
-0.5% -$14.5K 0.03% 102
2025
Q4 		$3.13M Buy
17,641
+1,434
+9% +$239K 0.03% 106
2025
Q3 		$2.58M Buy
16,207
+4,280
+36% +$632K 0.03% 99
2025
Q2 		$1.68M Sell
11,927
-2,707
-18% -$332K 0.03% 98
2025
Q1 		$1.71M Buy
14,634
+115
+0.8% +$14.8K 0.03% 105
2024
Q4 		$1.83M Sell
14,519
-6,655
-31% -$820K 0.03% 105
2024
Q3 		$2.21M Sell
21,174
-620
-3% -$62.4K 0.07% 67
2024
Q2 		$2.12M Buy
21,794
+1,324
+6% +$126K 0.06% 79
2024
Q1 		$1.93M Buy
+20,470
New +$1.8M 0.06% 73

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

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

Dynasty Wealth Management reduced its Morgan Stanley (MS) stake by 2.8% in Q2 2026, selling an estimated $98.8K and leaving 17,058 shares worth $3.57M. The position accounts for 0.03% of the portfolio, ranked #97.

Dynasty Wealth Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dynasty Wealth Management held 17,058 shares of Morgan Stanley worth $3.57M as of Q2 2026.
  • Dynasty Wealth Management sold 499 Morgan Stanley shares in Q2 2026, an estimated $98.8K.
  • Morgan Stanley made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Dynasty Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.