FWI
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Facet Wealth Inc’s Morgan Stanley MS Stock Holding History

Facet Wealth Inc’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 		$1.42M Buy
6,794
+1,722
+34% +$341K 0.02% 103
2026
Q1 		$835K Buy
5,072
+2,592
+105% +$449K 0.01% 119
2025
Q4 		$452K Buy
2,480
+832
+50% +$139K 0.01% 167
2025
Q3 		$262K Buy
+1,648
New +$243K 0.01% 184

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

Facet Wealth Inc's MS Position: Q2 2026 in Review

Facet Wealth Inc increased its Morgan Stanley (MS) stake by 34% in Q2 2026, buying an estimated $341K and bringing the position to 6,794 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #103.

Facet Wealth Inc first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Facet Wealth Inc held 6,794 shares of Morgan Stanley worth $1.42M as of Q2 2026.
  • Facet Wealth Inc bought 1,722 Morgan Stanley shares in Q2 2026, an estimated $341K.
  • Morgan Stanley made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #103 holding.
  • Facet Wealth Inc first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.