Evermay Wealth Management’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 | $63.3K | Buy |
303
+230
| +315% | +$45.5K | 0.01% | 333 |
|
|
2026
Q1 | $12K | Buy |
73
+54
| +284% | +$9.35K | ﹤0.01% | 444 |
|
|
2025
Q4 | $3.37K | Sell |
19
-18
| -49% | -$3K | ﹤0.01% | 499 |
|
|
2025
Q3 | $5.88K | Hold |
37
| – | – | ﹤0.01% | 471 |
|
|
2025
Q2 | $5.21K | Hold |
37
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $4.32K | Hold |
37
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $4.65K | Sell |
37
-15
| -29% | -$1.85K | ﹤0.01% | 489 |
|
|
2024
Q3 | $5.42K | Hold |
52
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $5.05K | Hold |
52
| – | – | ﹤0.01% | 495 |
|
|
2024
Q1 | $4.9K | Sell |
52
-361
| -87% | -$31.8K | ﹤0.01% | 500 |
|
|
2023
Q4 | $38.5K | Buy |
413
+48
| +13% | +$3.84K | 0.01% | 350 |
|
|
2023
Q3 | $29.8K | Sell |
365
-168
| -32% | -$14.6K | 0.01% | 347 |
|
|
2023
Q2 | $45.5K | Buy |
533
+15
| +3% | +$1.28K | 0.01% | 317 |
|
|
2023
Q1 | $45.5K | Buy |
518
+168
| +48% | +$15.7K | 0.01% | 306 |
|
|
2022
Q4 | $29.8K | Hold |
350
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $28K | Hold |
350
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $27K | Hold |
350
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $31K | Sell |
350
-5,225
| -94% | -$504K | 0.01% | 338 |
|
|
2021
Q4 | $547K | Hold |
5,575
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $543K | Sell |
5,575
-465
| -8% | -$46.1K | 0.11% | 82 |
|
|
2021
Q2 | $554K | Hold |
6,040
| – | – | 0.1% | 88 |
|
|
2021
Q1 | $469K | Buy |
6,040
+465
| +8% | +$35.6K | 0.09% | 93 |
|
|
2020
Q4 | $382K | Sell |
5,575
-231
| -4% | -$13.3K | 0.08% | 115 |
|
|
2020
Q3 | $281K | Hold |
5,806
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $280K | Sell |
5,806
-400
| -6% | -$16.8K | 0.07% | 118 |
|
|
2020
Q1 | $211K | Sell |
6,206
-491
| -7% | -$23.1K | 0.06% | 132 |
|
|
2019
Q4 | $342K | Buy |
6,697
+292
| +5% | +$13.8K | 0.08% | 113 |
|
|
2019
Q3 | $273K | Sell |
6,405
-270
| -4% | -$11.5K | 0.07% | 126 |
|
|
2019
Q2 | $292K | Sell |
6,675
-16
| -0.2% | -$714 | 0.08% | 115 |
|
|
2019
Q1 | $282K | Hold |
6,691
| – | – | 0.08% | 115 |
|
|
2018
Q4 | $265K | Buy |
6,691
+1,516
| +29% | +$66.2K | 0.09% | 112 |
|
|
2018
Q3 | $241K | Hold |
5,175
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $245K | Hold |
5,175
| – | – | 0.08% | 119 |
|
|
2018
Q1 | $279K | Hold |
5,175
| – | – | 0.1% | 107 |
|
|
2017
Q4 | $272K | Hold |
5,175
| – | – | 0.1% | 113 |
|
|
2017
Q3 | $249K | Hold |
5,175
| – | – | 0.11% | 86 |
|
|
2017
Q2 | $231K | Hold |
5,175
| – | – | 0.1% | 87 |
|
|
2017
Q1 | $222K | Hold |
5,175
| – | – | 0.1% | 92 |
|
|
2016
Q4 | $219K | Buy |
+5,175
| New | +$196K | 0.11% | 70 |
|
|
2015
Q3 | – | Sell |
-5,175
| Closed | -$201K | – | 84 |
|
|
2015
Q2 | $201K | Buy |
+5,175
| New | +$197K | 0.12% | 81 |
|
|
2015
Q1 | – | Sell |
-5,175
| Closed | -$201K | – | 92 |
|
|
2014
Q4 | $201K | Buy |
+5,175
| New | +$184K | 0.13% | 83 |
|
Other funds holding MS
Evermay Wealth Management's MS Position: Q2 2026 in Review
Evermay Wealth Management increased its Morgan Stanley (MS) stake by 315% in Q2 2026, buying an estimated $45.5K and bringing the position to 303 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #333.
Evermay Wealth Management first reported a position in MS in Q4 2014 and has held it in 41 quarters since. The position peaked at $554K in Q2 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Evermay Wealth Management held 303 shares of Morgan Stanley worth $63.3K as of Q2 2026.
- Evermay Wealth Management bought 230 Morgan Stanley shares in Q2 2026, an estimated $45.5K.
- Morgan Stanley made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #333 holding.
- Evermay Wealth Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 41 quarters since.
- Evermay Wealth Management's Morgan Stanley position peaked at $554K in Q2 2021.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.