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IAG Wealth Partners’s Morgan Stanley MS Stock Holding History

IAG 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 		$39.7K Sell
190
-140
-42% -$27.7K ﹤0.01% 239
2026
Q1 		$54.3K Buy
330
+111
+51% +$19.2K 0.01% 205
2025
Q4 		$38.9K Hold
219
– – ﹤0.01% 235
2025
Q3 		$34.8K Hold
219
– – ﹤0.01% 252
2025
Q2 		$30.8K Hold
219
– – ﹤0.01% 239
2025
Q1 		$25.6K Hold
219
– – ﹤0.01% 257
2024
Q4 		$27.5K Buy
+219
New +$27K ﹤0.01% 252
2020
Q1 		– Sell
-435
Closed -$23K – 447
2019
Q4 		$23K Buy
+435
New +$20.6K 0.02% 165

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

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

IAG Wealth Partners reduced its Morgan Stanley (MS) stake by 42% in Q2 2026, selling an estimated $27.7K and leaving 190 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

IAG Wealth Partners first reported a position in MS in Q4 2019 and has held it in 8 quarters since. The position peaked at $54.3K in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • IAG Wealth Partners held 190 shares of Morgan Stanley worth $39.7K as of Q2 2026.
  • IAG Wealth Partners sold 140 Morgan Stanley shares in Q2 2026, an estimated $27.7K.
  • Morgan Stanley made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • IAG Wealth Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 8 quarters since.
  • IAG Wealth Partners's Morgan Stanley position peaked at $54.3K in Q1 2026.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.