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Fiduciary Wealth Partners’s Morgan Stanley MS Stock Holding History

Fiduciary Wealth Partners’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 		$319K Buy
1,528
+17
+1% +$3.37K 0.18% 45
2026
Q1 		$249K Sell
1,511
-42
-3% -$7.27K 0.16% 48
2025
Q4 		$276K Sell
1,553
-32
-2% -$5.34K 0.11% 70
2025
Q3 		$252K Buy
+1,585
New +$234K 0.11% 75

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

Fiduciary Wealth Partners's MS Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $3.37K and bringing the position to 1,528 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #45.

Fiduciary Wealth Partners first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fiduciary Wealth Partners held 1,528 shares of Morgan Stanley worth $319K as of Q2 2026.
  • Fiduciary Wealth Partners bought 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
  • Morgan Stanley made up 0.18% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Fiduciary Wealth Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.