Expressive Wealth’s Morgan Stanley MS Stock Holding History

Expressive 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	$384K	Hold	1,837	–	–	0.36%	94
2026 Q1	$355K	Hold	1,837	–	–	0.34%	95
2025 Q4	$326K	Buy	+1,837	New	+$306K	0.35%	98

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Expressive Wealth's MS Position: Q2 2026 in Review

Expressive Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 1,837 shares worth $384K. The position accounts for 0.36% of the portfolio, ranked #94.

Expressive Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Expressive Wealth held 1,837 shares of Morgan Stanley worth $384K as of Q2 2026.
Expressive Wealth left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.36% of Expressive Wealth's portfolio in Q2 2026, its #94 holding.
Expressive Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.