Endurance Wealth Management’s Morgan Stanley MS Stock Holding History

Endurance 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
2023 Q2	$151K	Hold	1,767	–	–	0.02%	224
2023 Q1	$155K	Hold	1,767	–	–	0.02%	220
2022 Q4	$150K	Sell	1,767 -149	-8%	-$12.7K	0.02%	214
2022 Q3	$151K	Hold	1,916	–	–	0.02%	212
2022 Q2	$146K	Hold	1,916	–	–	0.02%	219
2022 Q1	$167K	Hold	1,916	–	–	0.02%	224
2021 Q4	$188K	Hold	1,916	–	–	0.02%	221
2021 Q3	$186K	Hold	1,916	–	–	0.02%	220
2021 Q2	$175K	Hold	1,916	–	–	0.02%	229
2021 Q1	$149K	Buy	1,916 +1,049	+121%	+$80.4K	0.02%	243
2020 Q4	$59K	Hold	867	–	–	0.01%	305
2020 Q3	$42K	Hold	867	–	–	0.01%	321
2020 Q2	$42K	Hold	867	–	–	0.01%	326
2020 Q1	$29K	Hold	867	–	–	0.01%	333
2019 Q4	$44K	Hold	867	–	–	0.01%	294
2019 Q3	$37K	Buy	867 +567	+189%	+$24.2K	0.01%	308
2019 Q2	$13K	Hold	300	–	–	﹤0.01%	373
2019 Q1	$13K	Hold	300	–	–	﹤0.01%	365
2018 Q4	$12K	Hold	300	–	–	﹤0.01%	355
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	374
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	377
2018 Q1	$16K	Hold	300	–	–	﹤0.01%	385
2017 Q4	$16K	Hold	300	–	–	﹤0.01%	369
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	378
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	394
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	391
2016 Q4	$13K	Hold	300	–	–	﹤0.01%	369
2016 Q3	$10K	Sell	300 -300	-50%	-$8.95K	﹤0.01%	396
2016 Q2	$16K	Hold	600	–	–	﹤0.01%	350
2016 Q1	$15	Hold	600	–	–	﹤0.01%	352
2015 Q4	$19K	Hold	600	–	–	﹤0.01%	345
2015 Q3	$20K	Hold	600	–	–	﹤0.01%	341
2015 Q2	$23K	Buy	+600	New	+$22.8K	﹤0.01%	343

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's MS Position: Q2 2023 in Review

Endurance Wealth Management held its Morgan Stanley (MS) position steady in Q2 2023 at 1,767 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #224.

Endurance Wealth Management first reported a position in MS in Q2 2015 and has held it in 33 quarters since. The position peaked at $188K in Q4 2021. 1,683 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Endurance Wealth Management held 1,767 shares of Morgan Stanley worth $151K as of Q2 2023.
Endurance Wealth Management left its Morgan Stanley share count unchanged in Q2 2023.
Morgan Stanley made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #224 holding.
Endurance Wealth Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Morgan Stanley position peaked at $188K in Q4 2021.
1,683 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.