Johnson & White Wealth Management’s Morgan Stanley MS Stock Holding History

Johnson & White 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	$1.12M	Sell	5,375 -345	-6%	-$68.3K	0.42%	53
2026 Q1	$941K	Buy	5,720 +336	+6%	+$58.2K	0.4%	52
2025 Q4	$956K	Sell	5,384 -74	-1%	-$12.3K	0.42%	51
2025 Q3	$868K	Buy	5,458 +30	+0.6%	+$4.43K	0.4%	54
2025 Q2	$765K	Buy	5,428 +581	+12%	+$71.4K	0.39%	52
2025 Q1	$565K	Buy	4,847 +64	+1%	+$8.25K	0.32%	61
2024 Q4	$597K	Buy	+4,783	New	+$589K	0.36%	56
2023 Q1	–	Sell	-3,709	Closed	-$666K	–	107
2022 Q4	$666K	Buy	+3,709	New	+$316K	0.67%	37

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

Johnson & White Wealth Management's MS Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Morgan Stanley (MS) stake by 6% in Q2 2026, selling an estimated $68.3K and leaving 5,375 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #53.

Johnson & White Wealth Management first reported a position in MS in Q4 2022 and has held it in 8 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Johnson & White Wealth Management held 5,375 shares of Morgan Stanley worth $1.12M as of Q2 2026.
Johnson & White Wealth Management sold 345 Morgan Stanley shares in Q2 2026, an estimated $68.3K.
Morgan Stanley made up 0.42% of Johnson & White Wealth Management's portfolio in Q2 2026, its #53 holding.
Johnson & White Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 8 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.