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High Point Wealth Management’s Morgan Stanley MS Stock Holding History

High Point 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 		$113K Sell
539
-197
-27% -$39K 0.09% 105
2026
Q1 		$121K Sell
736
-245
-25% -$42.4K 0.12% 98
2025
Q4 		$174K Buy
+981
New +$164K 0.16% 94

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's MS Position: Q2 2026 in Review

High Point Wealth Management reduced its Morgan Stanley (MS) stake by 27% in Q2 2026, selling an estimated $39K and leaving 539 shares worth $113K. The position accounts for 0.09% of the portfolio, ranked #105.

High Point Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $174K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • High Point Wealth Management held 539 shares of Morgan Stanley worth $113K as of Q2 2026.
  • High Point Wealth Management sold 197 Morgan Stanley shares in Q2 2026, an estimated $39K.
  • Morgan Stanley made up 0.09% of High Point Wealth Management's portfolio in Q2 2026, its #105 holding.
  • High Point Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Morgan Stanley position peaked at $174K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.