GWM
MS icon

Glass Wealth Management’s Morgan Stanley MS Stock Holding History

Glass Wealth Management’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 		$6.6M Buy
31,573
+754
+2% +$149K 2.21% 16
2026
Q1 		$5.07M Buy
30,819
+850
+3% +$147K 1.97% 20
2025
Q4 		$5.32M Buy
29,969
+2,643
+10% +$441K 2.18% 14
2025
Q3 		$4.34M Buy
27,326
+2,990
+12% +$442K 1.94% 17
2025
Q2 		$3.43M Buy
24,336
+120
+0.5% +$14.7K 1.83% 17
2025
Q1 		$2.83M Sell
24,216
-3,132
-11% -$404K 1.7% 22
2024
Q4 		$3.44M Buy
27,348
+1,565
+6% +$193K 1.87% 15
2024
Q3 		$2.69M Buy
25,783
+1,088
+4% +$110K 1.49% 28
2024
Q2 		$2.4M Buy
24,695
+865
+4% +$82.3K 1.4% 30
2024
Q1 		$2.24M Buy
+23,830
New +$2.1M 1.37% 32

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

Glass Wealth Management's MS Position: Q2 2026 in Review

Glass Wealth Management increased its Morgan Stanley (MS) stake by 2.4% in Q2 2026, buying an estimated $149K and bringing the position to 31,573 shares worth $6.6M. The position accounts for 2.21% of the portfolio, ranked #16.

Glass Wealth Management first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Glass Wealth Management held 31,573 shares of Morgan Stanley worth $6.6M as of Q2 2026.
  • Glass Wealth Management bought 754 Morgan Stanley shares in Q2 2026, an estimated $149K.
  • Morgan Stanley made up 2.21% of Glass Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Glass Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Glass Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.