EWM
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EPG Wealth Management’s Morgan Stanley MS Stock Holding History

EPG 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
2026
Q2 		$300K Buy
1,435
+5
+0.3% +$990 0.07% 162
2026
Q1 		$235K Buy
1,430
+6
+0.4% +$1.04K 0.06% 172
2025
Q4 		$253K Buy
1,424
+32
+2% +$5.34K 0.07% 174
2025
Q3 		$221K Sell
1,392
-43
-3% -$6.35K 0.06% 178
2025
Q2 		$202K Buy
+1,435
New +$176K 0.06% 182
2020
Q2 		– Sell
-324
Closed -$11K – 537
2020
Q1 		$11K Sell
324
-89
-22% -$4.19K 0.01% 473
2019
Q4 		$21K Buy
+413
New +$19.5K 0.02% 342

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

EPG Wealth Management's MS Position: Q2 2026 in Review

EPG Wealth Management increased its Morgan Stanley (MS) stake by 0.35% in Q2 2026, buying an estimated $990 and bringing the position to 1,435 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #162.

EPG Wealth Management first reported a position in MS in Q4 2019 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • EPG Wealth Management held 1,435 shares of Morgan Stanley worth $300K as of Q2 2026.
  • EPG Wealth Management bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.07% of EPG Wealth Management's portfolio in Q2 2026, its #162 holding.
  • EPG Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.