Envestnet Portfolio Solutions
MS icon

Envestnet Portfolio Solutions’s Morgan Stanley MS Stock Holding History

Envestnet Portfolio Solutions’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 		$9.11M Sell
43,573
-1,314
-3% -$260K 0.04% 228
2026
Q1 		$7.39M Sell
44,887
-66,928
-60% -$11.6M 0.04% 228
2025
Q4 		$19.9M Buy
111,815
+3,432
+3% +$572K 0.07% 145
2025
Q3 		$17.2M Sell
108,383
-13,577
-11% -$2M 0.06% 153
2025
Q2 		$17.2M Sell
121,960
-14,265
-10% -$1.75M 0.06% 148
2025
Q1 		$15.9M Buy
136,225
+9,416
+7% +$1.21M 0.06% 153
2024
Q4 		$15.9M Buy
126,809
+514
+0.4% +$63.3K 0.05% 167
2024
Q3 		$13.2M Buy
126,295
+18,060
+17% +$1.82M 0.04% 209
2024
Q2 		$10.5M Sell
108,235
-16,765
-13% -$1.6M 0.04% 226
2024
Q1 		$11.8M Buy
125,000
+14,175
+13% +$1.25M 0.04% 203
2023
Q4 		$10.3M Buy
110,825
+1,291
+1% +$103K 0.04% 202
2023
Q3 		$8.95M Buy
+109,534
New +$9.51M 0.04% 198

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

Envestnet Portfolio Solutions's MS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $260K and leaving 43,573 shares worth $9.11M. The position accounts for 0.04% of the portfolio, ranked #228.

Envestnet Portfolio Solutions first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.9M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Envestnet Portfolio Solutions held 43,573 shares of Morgan Stanley worth $9.11M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,314 Morgan Stanley shares in Q2 2026, an estimated $260K.
  • Morgan Stanley made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #228 holding.
  • Envestnet Portfolio Solutions first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Morgan Stanley position peaked at $19.9M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.