Edge Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,767
| Closed | -$291K | – | 88 |
|
|
2026
Q1 | $291K | Buy |
+1,767
| New | +$306K | 0.05% | 67 |
|
|
2022
Q1 | – | Sell |
-1,685
| Closed | -$165K | – | 312 |
|
|
2021
Q4 | $165K | Hold |
1,685
| – | – | 0.03% | 99 |
|
|
2021
Q3 | $164K | Buy |
1,685
+85
| +5% | +$8.42K | 0.03% | 97 |
|
|
2021
Q2 | $147K | Hold |
1,600
| – | – | 0.03% | 105 |
|
|
2021
Q1 | $124K | Sell |
1,600
-1,200
| -43% | -$92K | 0.03% | 115 |
|
|
2020
Q4 | $192K | Sell |
2,800
-200
| -7% | -$11.5K | 0.04% | 92 |
|
|
2020
Q3 | $145K | Hold |
3,000
| – | – | 0.03% | 125 |
|
|
2020
Q2 | $145K | Sell |
3,000
-1,000
| -25% | -$42K | 0.03% | 168 |
|
|
2020
Q1 | $138K | Buy |
4,000
+2,700
| +208% | +$127K | 0.03% | 154 |
|
|
2019
Q4 | $66K | Hold |
1,300
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $55K | Hold |
1,300
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $57K | Hold |
1,300
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $55K | Hold |
1,300
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $52K | Sell |
1,300
-3,146
| -71% | -$137K | 0.01% | 242 |
|
|
2018
Q3 | $207K | Hold |
4,446
| – | – | 0.05% | 141 |
|
|
2018
Q2 | $211K | Buy |
4,446
+2,961
| +199% | +$155K | 0.05% | 140 |
|
|
2018
Q1 | $80K | Hold |
1,485
| – | – | 0.02% | 182 |
|
|
2017
Q4 | $78K | Buy |
1,485
+185
| +14% | +$9.36K | 0.02% | 183 |
|
|
2017
Q3 | $63K | Hold |
1,300
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $60K | Sell |
1,300
-9,750
| -88% | -$420K | 0.02% | 209 |
|
|
2017
Q1 | $287K | Sell |
11,050
-4,000
| -27% | -$177K | 0.1% | 101 |
|
|
2016
Q4 | $447K | Sell |
15,050
-139,861
| -90% | -$5.29M | 0.17% | 81 |
|
|
2016
Q3 | $4.78M | Sell |
154,911
-1,500
| -1% | -$44.7K | 2.03% | 15 |
|
|
2016
Q2 | $4.05M | Sell |
156,411
-17,290
| -10% | -$452K | 1.68% | 20 |
|
|
2016
Q1 | $4.34M | Buy |
173,701
+170,621
| +5,540% | +$4.35M | 1.97% | 19 |
|
|
2015
Q4 | $99K | Buy |
3,080
+480
| +18% | +$15.9K | 0.04% | 143 |
|
|
2015
Q3 | $82K | Hold |
2,600
| – | – | 0.03% | 148 |
|
|
2015
Q2 | $101K | Hold |
2,600
| – | – | 0.03% | 142 |
|
|
2015
Q1 | $93K | Hold |
2,600
| – | – | 0.03% | 142 |
|
|
2014
Q4 | $101K | Hold |
2,600
| – | – | 0.04% | 141 |
|
|
2014
Q3 | $90K | Hold |
2,600
| – | – | 0.03% | 137 |
|
|
2014
Q2 | $84K | Hold |
2,600
| – | – | 0.03% | 144 |
|
|
2014
Q1 | $81K | Hold |
2,600
| – | – | 0.03% | 142 |
|
|
2013
Q4 | $82K | Sell |
2,600
-55
| -2% | -$1.64K | 0.04% | 134 |
|
|
2013
Q3 | $72K | Hold |
2,655
| – | – | 0.04% | 118 |
|
|
2013
Q2 | $65K | Buy |
+2,655
| New | +$63K | 0.04% | 111 |
|
Other funds holding MS
Edge Wealth Management's MS Position: Q2 2026 in Review
Edge Wealth Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,767 shares — an estimated $291K sold.
Edge Wealth Management first reported a position in MS in Q2 2013 and held it in 36 quarters. The position peaked at $4.78M in Q3 2016. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Edge Wealth Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
- Edge Wealth Management sold 1,767 Morgan Stanley shares in Q2 2026, an estimated $291K.
- Edge Wealth Management first reported a position in Morgan Stanley in Q2 2013 and held it in 36 quarters.
- Edge Wealth Management's Morgan Stanley position peaked at $4.78M in Q3 2016.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.