EPW
MS icon

Endeavor Private Wealth’s Morgan Stanley MS Stock Holding History

Endeavor Private Wealth’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 		$678K Buy
3,244
+311
+11% +$61.6K 0.16% 107
2026
Q1 		$483K Buy
2,933
+472
+19% +$81.7K 0.14% 123
2025
Q4 		$437K Buy
+2,461
New +$411K 0.13% 131

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

Endeavor Private Wealth's MS Position: Q2 2026 in Review

Endeavor Private Wealth increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $61.6K and bringing the position to 3,244 shares worth $678K. The position accounts for 0.16% of the portfolio, ranked #107.

Endeavor Private Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Endeavor Private Wealth held 3,244 shares of Morgan Stanley worth $678K as of Q2 2026.
  • Endeavor Private Wealth bought 311 Morgan Stanley shares in Q2 2026, an estimated $61.6K.
  • Morgan Stanley made up 0.16% of Endeavor Private Wealth's portfolio in Q2 2026, its #107 holding.
  • Endeavor Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.