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Imprint Wealth’s Morgan Stanley MS Stock Holding History

Imprint 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 		$3.35K Hold
16
– – 0.01% 200
2026
Q1 		$2.63K Sell
16
-79
-83% -$13.7K 0.01% 211
2025
Q4 		$16.9K Buy
+95
New +$15.8K 0.08% 99
2023
Q3 		– Sell
-3,958
Closed -$338K – 173
2023
Q2 		$338K Buy
3,958
+11
+0.3% +$941 0.21% 130
2023
Q1 		$347K Buy
+3,947
New +$368K 0.23% 119

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

Imprint Wealth's MS Position: Q2 2026 in Review

Imprint Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 16 shares worth $3.35K. The position accounts for 0.01% of the portfolio, ranked #200.

Imprint Wealth first reported a position in MS in Q1 2023 and has held it in 5 quarters since. The position peaked at $347K in Q1 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Imprint Wealth held 16 shares of Morgan Stanley worth $3.35K as of Q2 2026.
  • Imprint Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Imprint Wealth's portfolio in Q2 2026, its #200 holding.
  • Imprint Wealth first reported a position in Morgan Stanley in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Morgan Stanley position peaked at $347K in Q1 2023.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.