IWA
MS icon

Icon Wealth Advisors’s Morgan Stanley MS Stock Holding History

Icon Wealth Advisors’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 		$1.59M Sell
7,584
-53
-0.7% -$10.5K 0.1% 141
2026
Q1 		$1.43M Buy
7,637
+12
+0.2% +$2.08K 0.09% 136
2025
Q4 		$1.35M Buy
7,625
+473
+7% +$78.9K 0.09% 148
2025
Q3 		$1.14M Sell
7,152
-127
-2% -$18.8K 0.08% 167
2025
Q2 		$1.03M Sell
7,279
-91
-1% -$11.2K 0.07% 163
2025
Q1 		$860K Sell
7,370
-829
-10% -$107K 0.07% 160
2024
Q4 		$1.03M Sell
8,199
-226
-3% -$27.8K 0.08% 146
2024
Q3 		$878K Buy
8,425
+2,844
+51% +$286K 0.07% 152
2024
Q2 		$576K Sell
5,581
-667
-11% -$63.5K 0.05% 189
2024
Q1 		$588K Buy
6,248
+31
+0.5% +$2.73K 0.05% 188
2023
Q4 		$580K Buy
+6,217
New +$497K 0.06% 171
2022
Q4 		$312K Buy
3,665
+1,336
+57% +$114K 0.04% 246
2022
Q3 		$184K Buy
+2,329
New +$196K 0.02% 306

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

Icon Wealth Advisors's MS Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Morgan Stanley (MS) stake by 0.69% in Q2 2026, selling an estimated $10.5K and leaving 7,584 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #141.

Icon Wealth Advisors first reported a position in MS in Q3 2022 and has held it in 13 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Icon Wealth Advisors held 7,584 shares of Morgan Stanley worth $1.59M as of Q2 2026.
  • Icon Wealth Advisors sold 53 Morgan Stanley shares in Q2 2026, an estimated $10.5K.
  • Morgan Stanley made up 0.1% of Icon Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Icon Wealth Advisors first reported a position in Morgan Stanley in Q3 2022 and has held it in 13 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.