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Elk River Wealth Management’s Morgan Stanley MS Stock Holding History

Elk River 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 		$8.64M Sell
41,332
-4,092
-9% -$810K 1.38% 21
2026
Q1 		$7.48M Sell
45,424
-1,880
-4% -$325K 1.24% 23
2025
Q4 		$8.39M Sell
47,304
-1,608
-3% -$268K 1.35% 23
2025
Q3 		$7.78M Sell
48,912
-750
-2% -$111K 1.25% 24
2025
Q2 		$7M Sell
49,662
-541
-1% -$66.4K 1.2% 26
2025
Q1 		$5.86M Buy
50,203
+1,663
+3% +$214K 1.1% 30
2024
Q4 		$6.1M Sell
48,540
-609
-1% -$75K 1.11% 30
2024
Q3 		$5.12M Buy
49,149
+573
+1% +$57.7K 0.93% 34
2024
Q2 		$4.72M Buy
48,576
+432
+0.9% +$41.1K 0.92% 35
2024
Q1 		$4.53M Sell
48,144
-4,824
-9% -$425K 0.92% 34
2023
Q4 		$4.94M Sell
52,968
-113
-0.2% -$9.04K 0.95% 33
2023
Q3 		$4.34M Sell
53,081
-1,731
-3% -$150K 0.96% 33
2023
Q2 		$4.68M Sell
54,812
-2,277
-4% -$195K 1% 34
2023
Q1 		$5.04M Buy
57,089
+941
+2% +$87.8K 1.14% 31
2022
Q4 		$4.77M Buy
56,148
+778
+1% +$66.3K 1.16% 29
2022
Q3 		$4.38M Buy
55,370
+912
+2% +$76.9K 1.15% 29
2022
Q2 		$4.14M Buy
54,458
+58
+0.1% +$4.75K 1.05% 29
2022
Q1 		$4.75M Buy
54,400
+3,689
+7% +$356K 1.04% 28
2021
Q4 		$4.98M Buy
50,711
+1,772
+4% +$177K 1.13% 28
2021
Q3 		$4.76M Buy
48,939
+1,738
+4% +$172K 1.2% 28
2021
Q2 		$4.33M Buy
47,201
+2,096
+5% +$180K 1.12% 32
2021
Q1 		$3.5M Buy
45,105
+6,553
+17% +$502K 1% 36
2020
Q4 		$2.64M Buy
+38,552
New +$2.21M 0.87% 43

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

Elk River Wealth Management's MS Position: Q2 2026 in Review

Elk River Wealth Management reduced its Morgan Stanley (MS) stake by 9% in Q2 2026, selling an estimated $810K and leaving 41,332 shares worth $8.64M. The position accounts for 1.38% of the portfolio, ranked #21.

Elk River Wealth Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Elk River Wealth Management held 41,332 shares of Morgan Stanley worth $8.64M as of Q2 2026.
  • Elk River Wealth Management sold 4,092 Morgan Stanley shares in Q2 2026, an estimated $810K.
  • Morgan Stanley made up 1.38% of Elk River Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Elk River Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.