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Fourth Dimension Wealth’s Morgan Stanley MS Stock Holding History

Fourth Dimension 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 		$28K Buy
134
+34
+34% +$6.73K 0.01% 343
2026
Q1 		$16.5K Hold
100
– – 0.01% 353
2025
Q4 		$17.8K Hold
100
– – 0.01% 350
2025
Q3 		$15.9K Hold
100
– – 0.01% 359
2025
Q2 		$14.1K Hold
100
– – 0.01% 372
2025
Q1 		$11.7K Buy
100
+35
+54% +$4.51K 0.01% 398
2024
Q4 		$8.17K Buy
+65
New +$8.01K ﹤0.01% 447

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

Fourth Dimension Wealth's MS Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Morgan Stanley (MS) stake by 34% in Q2 2026, buying an estimated $6.73K and bringing the position to 134 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #343.

Fourth Dimension Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fourth Dimension Wealth held 134 shares of Morgan Stanley worth $28K as of Q2 2026.
  • Fourth Dimension Wealth bought 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
  • Morgan Stanley made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #343 holding.
  • Fourth Dimension Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.