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Invenio Wealth Partners’s Morgan Stanley MS Stock Holding History

Invenio Wealth Partners’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 		$220K Buy
+1,053
New +$209K 0.08% 87
2025
Q1 		– Sell
-2,822
Closed -$355K – 102
2024
Q4 		$355K Buy
2,822
+44
+2% +$5.42K 0.15% 65
2024
Q3 		$290K Buy
2,778
+90
+3% +$9.06K 0.13% 79
2024
Q2 		$261K Buy
2,688
+61
+2% +$5.81K 0.13% 82
2024
Q1 		$247K Buy
2,627
+84
+3% +$7.4K 0.13% 83
2023
Q4 		$237K Buy
+2,543
New +$203K 0.17% 81

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

Invenio Wealth Partners's MS Position: Q2 2026 in Review

Invenio Wealth Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,053 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: Invenio Wealth Partners previously reported a position in MS as recently as Q4 2024.

Invenio Wealth Partners first reported a position in MS in Q4 2023 and has held it in 6 quarters since. The position peaked at $355K in Q4 2024. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Invenio Wealth Partners held 1,053 shares of Morgan Stanley worth $220K as of Q2 2026.
  • Morgan Stanley was a new Invenio Wealth Partners position in Q2 2026.
  • Morgan Stanley made up 0.08% of Invenio Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Invenio Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 6 quarters since.
  • Invenio Wealth Partners's Morgan Stanley position peaked at $355K in Q4 2024.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.