Hedeker Wealth’s Morgan Stanley MS Stock Holding History

Hedeker 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	$5.6M	Buy	26,792 +560	+2%	+$111K	1.07%	31
2026 Q1	$4.32M	Buy	+26,232	New	+$4.54M	0.91%	35

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

Hedeker Wealth's MS Position: Q2 2026 in Review

Hedeker Wealth increased its Morgan Stanley (MS) stake by 2.1% in Q2 2026, buying an estimated $111K and bringing the position to 26,792 shares worth $5.6M. The position accounts for 1.07% of the portfolio, ranked #31.

Hedeker Wealth first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Hedeker Wealth held 26,792 shares of Morgan Stanley worth $5.6M as of Q2 2026.
Hedeker Wealth bought 560 Morgan Stanley shares in Q2 2026, an estimated $111K.
Morgan Stanley made up 1.07% of Hedeker Wealth's portfolio in Q2 2026, its #31 holding.
Hedeker Wealth first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.