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Essential Partners’s Morgan Stanley MS Stock Holding History

Essential Partners’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 		$36K Buy
172
+29
+20% +$5.74K 0.02% 701
2026
Q1 		$23.6K Buy
143
+27
+23% +$4.67K 0.01% 864
2025
Q4 		$20.6K Buy
116
+43
+59% +$7.17K 0.01% 896
2025
Q3 		$11.6K Buy
73
+40
+121% +$5.91K ﹤0.01% 1108
2025
Q2 		$4.65K Buy
+33
New +$4.05K ﹤0.01% 1073

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

Essential Partners's MS Position: Q2 2026 in Review

Essential Partners increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $5.74K and bringing the position to 172 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #701.

Essential Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Essential Partners held 172 shares of Morgan Stanley worth $36K as of Q2 2026.
  • Essential Partners bought 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.02% of Essential Partners's portfolio in Q2 2026, its #701 holding.
  • Essential Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.