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Evexia Wealth’s Morgan Stanley MS Stock Holding History

Evexia Wealth’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 		$910K Sell
4,307
-85
-2% -$16.8K 0.25% 46
2026
Q1 		$796K Buy
4,392
+127
+3% +$22K 0.22% 49
2025
Q4 		$771K Sell
4,265
-747
-15% -$125K 0.22% 48
2025
Q3 		$777K Sell
5,012
-32
-0.6% -$4.72K 0.23% 51
2025
Q2 		$710K Sell
5,044
-863
-15% -$106K 0.22% 52
2025
Q1 		$660K Sell
5,907
-11
-0.2% -$1.42K 0.24% 51
2024
Q4 		$828K Sell
5,918
-875
-13% -$108K 0.28% 49
2024
Q3 		$731K Buy
6,793
+1,459
+27% +$147K 0.26% 48
2024
Q2 		$546K Sell
5,334
-29
-0.5% -$2.76K 0.21% 48
2024
Q1 		$462K Sell
5,363
-38,556
-88% -$3.4M 0.19% 46
2023
Q4 		$3.83M Buy
43,919
+909
+2% +$72.7K 1.62% 26
2023
Q3 		$3.07M Buy
43,010
+2,870
+7% +$249K 1.55% 27
2023
Q2 		$3.79M Buy
40,140
+1,478
+4% +$126K 1.82% 25
2023
Q1 		$3.24M Buy
+38,662
New +$3.61M 1.75% 28

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

Evexia Wealth's MS Position: Q2 2026 in Review

Evexia Wealth reduced its Morgan Stanley (MS) stake by 1.9% in Q2 2026, selling an estimated $16.8K and leaving 4,307 shares worth $910K. The position accounts for 0.25% of the portfolio, ranked #46.

Evexia Wealth first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.83M in Q4 2023. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Evexia Wealth held 4,307 shares of Morgan Stanley worth $910K as of Q2 2026.
  • Evexia Wealth sold 85 Morgan Stanley shares in Q2 2026, an estimated $16.8K.
  • Morgan Stanley made up 0.25% of Evexia Wealth's portfolio in Q2 2026, its #46 holding.
  • Evexia Wealth first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Evexia Wealth's Morgan Stanley position peaked at $3.83M in Q4 2023.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.