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Keebeck Wealth Management’s Morgan Stanley MS Stock Holding History

Keebeck 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 		$917K Buy
4,389
+1,962
+81% +$389K 0.09% 175
2026
Q1 		$399K Buy
2,427
+354
+17% +$61.3K 0.04% 258
2025
Q4 		$368K Buy
2,073
+102
+5% +$17K 0.04% 265
2025
Q3 		$313K Buy
1,971
+158
+9% +$23.3K 0.04% 297
2025
Q2 		$255K Buy
1,813
+58
+3% +$7.12K 0.03% 299
2025
Q1 		$205K Buy
1,755
+97
+6% +$12.5K 0.03% 263
2024
Q4 		$208K Buy
+1,658
New +$204K 0.03% 265
2022
Q4 		– Sell
-3,102
Closed -$245K – 247
2022
Q3 		$245K Hold
3,102
– – 0.05% 208
2022
Q2 		$236K Buy
+3,102
New +$254K 0.05% 210
2020
Q3 		– Sell
-1,060
Closed -$51K – 294
2020
Q2 		$51K Buy
+1,060
New +$44.5K 0.02% 214
2020
Q1 		– Sell
-1,060
Closed -$54K – 268
2019
Q4 		$54K Buy
+1,060
New +$50.2K 0.02% 214

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

Keebeck Wealth Management's MS Position: Q2 2026 in Review

Keebeck Wealth Management increased its Morgan Stanley (MS) stake by 81% in Q2 2026, buying an estimated $389K and bringing the position to 4,389 shares worth $917K. The position accounts for 0.09% of the portfolio, ranked #175.

Keebeck Wealth Management first reported a position in MS in Q4 2019 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Keebeck Wealth Management held 4,389 shares of Morgan Stanley worth $917K as of Q2 2026.
  • Keebeck Wealth Management bought 1,962 Morgan Stanley shares in Q2 2026, an estimated $389K.
  • Morgan Stanley made up 0.09% of Keebeck Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Keebeck Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.