IWM
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IMG Wealth Management’s Morgan Stanley MS Stock Holding History

IMG 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 		$18K Buy
86
+45
+110% +$8.91K 0.01% 255
2026
Q1 		$6.75K Sell
41
-65
-61% -$11.3K ﹤0.01% 344
2025
Q4 		$18.8K Buy
106
+14
+15% +$2.33K 0.01% 244
2025
Q3 		$14.6K Hold
92
– – 0.01% 231
2025
Q2 		$13K Buy
+92
New +$11.3K 0.01% 238

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

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

IMG Wealth Management increased its Morgan Stanley (MS) stake by 110% in Q2 2026, buying an estimated $8.91K and bringing the position to 86 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #255.

IMG Wealth Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.8K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • IMG Wealth Management held 86 shares of Morgan Stanley worth $18K as of Q2 2026.
  • IMG Wealth Management bought 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
  • Morgan Stanley made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #255 holding.
  • IMG Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Morgan Stanley position peaked at $18.8K in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.