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Intesa Sanpaolo Wealth Management’s Morgan Stanley MS Stock Holding History

Intesa Sanpaolo 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 		$124K Sell
595
-19
-3% -$3.76K 0.02% 181
2026
Q1 		$101K Sell
614
-400
-39% -$69.3K 0.02% 177
2025
Q4 		$180K Buy
+1,014
New +$169K 0.04% 135

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

Intesa Sanpaolo Wealth Management's MS Position: Q2 2026 in Review

Intesa Sanpaolo Wealth Management reduced its Morgan Stanley (MS) stake by 3.1% in Q2 2026, selling an estimated $3.76K and leaving 595 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #181.

Intesa Sanpaolo Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Intesa Sanpaolo Wealth Management held 595 shares of Morgan Stanley worth $124K as of Q2 2026.
  • Intesa Sanpaolo Wealth Management sold 19 Morgan Stanley shares in Q2 2026, an estimated $3.76K.
  • Morgan Stanley made up 0.02% of Intesa Sanpaolo Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Intesa Sanpaolo Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Intesa Sanpaolo Wealth Management's Morgan Stanley position peaked at $180K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Intesa Sanpaolo Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.