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Elwood & Goetz Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$581K Sell
2,781
-9
-0.3% -$1.78K 0.09% 77
2026
Q1 		$459K Buy
2,790
+62
+2% +$10.7K 0.08% 77
2025
Q4 		$484K Buy
2,728
+254
+10% +$42.4K 0.09% 67
2025
Q3 		$393K Buy
+2,474
New +$365K 0.08% 77

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

Elwood & Goetz Wealth Advisory Group's MS Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Morgan Stanley (MS) stake by 0.32% in Q2 2026, selling an estimated $1.78K and leaving 2,781 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #77.

Elwood & Goetz Wealth Advisory Group first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,781 shares of Morgan Stanley worth $581K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
  • Morgan Stanley made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #77 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.