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Evolve Private Wealth’s Morgan Stanley MS Stock Holding History

Evolve Private 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 		$403K Sell
1,929
-11,512
-86% -$2.28M 0.02% 600
2026
Q1 		$2.21M Buy
13,441
+2,388
+22% +$413K 0.12% 165
2025
Q4 		$1.96M Buy
+11,053
New +$1.84M 0.12% 166

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's MS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Morgan Stanley (MS) stake by 86% in Q2 2026, selling an estimated $2.28M and leaving 1,929 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #600.

Evolve Private Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q1 2026. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Evolve Private Wealth held 1,929 shares of Morgan Stanley worth $403K as of Q2 2026.
  • Evolve Private Wealth sold 11,512 Morgan Stanley shares in Q2 2026, an estimated $2.28M.
  • Morgan Stanley made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #600 holding.
  • Evolve Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Morgan Stanley position peaked at $2.21M in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.