Independent Solutions Wealth Management’s Morgan Stanley MS Stock Holding History

Independent Solutions 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	$326K	Buy	1,558 +34	+2%	+$6.73K	0.04%	162
2026 Q1	$251K	Buy	+1,524	New	+$264K	0.04%	171
2023 Q4	–	Sell	-2,959	Closed	-$242K	–	192
2023 Q3	$242K	Sell	2,959 -299	-9%	-$26K	0.06%	175
2023 Q2	$278K	Hold	3,258	–	–	0.07%	178
2023 Q1	$286K	Sell	3,258 -82	-2%	-$7.65K	0.08%	168
2022 Q4	$284K	Hold	3,340	–	–	0.09%	171
2022 Q3	$264K	Hold	3,340	–	–	0.09%	178
2022 Q2	$254K	Sell	3,340 -1,549	-32%	-$127K	0.08%	177
2022 Q1	$427K	Sell	4,889 -149	-3%	-$14.4K	0.1%	145
2021 Q4	$495K	Hold	5,038	–	–	0.12%	135
2021 Q3	$490K	Buy	5,038 +869	+21%	+$86.1K	0.12%	134
2021 Q2	$382K	Buy	4,169 +1,005	+32%	+$86.2K	0.09%	154
2021 Q1	$246K	Buy	+3,164	New	+$242K	0.07%	171

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Solutions Wealth Management's MS Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Morgan Stanley (MS) stake by 2.2% in Q2 2026, buying an estimated $6.73K and bringing the position to 1,558 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #162.

Independent Solutions Wealth Management first reported a position in MS in Q1 2021 and has held it in 13 quarters since. The position peaked at $495K in Q4 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Independent Solutions Wealth Management held 1,558 shares of Morgan Stanley worth $326K as of Q2 2026.
Independent Solutions Wealth Management bought 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
Morgan Stanley made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #162 holding.
Independent Solutions Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
Independent Solutions Wealth Management's Morgan Stanley position peaked at $495K in Q4 2021.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.