EP Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1M | Buy |
53,093
+6,184
| +13% | +$1.22M | 0.04% | 259 |
|
|
2026
Q1 | $7.72M | Buy |
46,909
+2,854
| +6% | +$494K | 0.04% | 248 |
|
|
2025
Q4 | $7.82M | Buy |
+44,055
| New | +$7.35M | 0.04% | 226 |
|
|
2025
Q2 | $6.25M | Buy |
44,360
+11,087
| +33% | +$1.36M | 0.04% | 236 |
|
|
2025
Q1 | $3.88M | Buy |
33,273
+8,776
| +36% | +$1.13M | 0.03% | 253 |
|
|
2024
Q4 | $3.08M | Buy |
24,497
+2,374
| +11% | +$292K | 0.03% | 284 |
|
|
2024
Q3 | $2.31M | Buy |
22,123
+4,572
| +26% | +$460K | 0.02% | 332 |
|
|
2024
Q2 | $1.71M | Buy |
17,551
+7,185
| +69% | +$684K | 0.02% | 309 |
|
|
2024
Q1 | $976K | Buy |
10,366
+1,158
| +13% | +$102K | 0.01% | 378 |
|
|
2023
Q4 | $859K | Sell |
9,208
-3,536
| -28% | -$283K | 0.01% | 393 |
|
|
2023
Q3 | $1.04M | Buy |
12,744
+8,547
| +204% | +$742K | 0.02% | 325 |
|
|
2023
Q2 | $1.04M | Sell |
4,197
-1,824
| -30% | -$156K | 0.02% | 327 |
|
|
2023
Q1 | $261K | Sell |
6,021
-943
| -14% | -$88K | ﹤0.01% | 519 |
|
|
2022
Q4 | $592K | Buy |
+6,964
| New | +$594K | 0.01% | 351 |
|
|
2022
Q3 | – | Sell |
-8,995
| Closed | -$684K | – | 521 |
|
|
2022
Q2 | $684K | Buy |
8,995
+2,777
| +45% | +$227K | 0.02% | 317 |
|
|
2022
Q1 | $543K | Sell |
6,218
-833
| -12% | -$80.4K | 0.01% | 367 |
|
|
2021
Q4 | $692K | Buy |
7,051
+150
| +2% | +$14.9K | 0.02% | 302 |
|
|
2021
Q3 | $672K | Buy |
6,901
+514
| +8% | +$50.9K | 0.02% | 288 |
|
|
2021
Q2 | $586K | Sell |
6,387
-103
| -2% | -$8.83K | 0.02% | 310 |
|
|
2021
Q1 | $504K | Buy |
6,490
+617
| +11% | +$47.3K | 0.02% | 312 |
|
|
2020
Q4 | $402K | Buy |
+5,873
| New | +$337K | 0.01% | 302 |
|
|
2020
Q1 | – | Sell |
-3,979
| Closed | -$203K | – | 411 |
|
|
2019
Q4 | $203K | Buy |
+3,979
| New | +$188K | 0.01% | 393 |
|
|
2019
Q3 | – | Sell |
-5,281
| Closed | -$231K | – | 364 |
|
|
2019
Q2 | $231K | Buy |
5,281
+498
| +10% | +$22.2K | 0.01% | 274 |
|
|
2019
Q1 | $202K | Buy |
+4,783
| New | +$201K | 0.02% | 235 |
|
|
2018
Q4 | – | Sell |
-4,552
| Closed | -$212K | – | 284 |
|
|
2018
Q3 | $212K | Buy |
+4,552
| New | +$222K | 0.02% | 265 |
|
|
2018
Q2 | – | Sell |
-3,782
| Closed | -$204K | – | 206 |
|
|
2018
Q1 | $204K | Buy |
+3,782
| New | +$209K | 0.02% | 199 |
|
Other funds holding MS
EP Wealth Advisors's MS Position: Q2 2026 in Review
EP Wealth Advisors increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $1.22M and bringing the position to 53,093 shares worth $11.1M. The position accounts for 0.04% of the portfolio, ranked #259.
EP Wealth Advisors first reported a position in MS in Q1 2018 and has held it in 26 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- EP Wealth Advisors held 53,093 shares of Morgan Stanley worth $11.1M as of Q2 2026.
- EP Wealth Advisors bought 6,184 Morgan Stanley shares in Q2 2026, an estimated $1.22M.
- Morgan Stanley made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #259 holding.
- EP Wealth Advisors first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
- 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.