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Kestra Private Wealth Services’s Morgan Stanley MS Stock Holding History

Kestra Private Wealth Services’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 		$31.4M Sell
150,080
-1,310
-0.9% -$259K 0.34% 59
2026
Q1 		$24.9M Sell
151,390
-4,530
-3% -$784K 0.31% 62
2025
Q4 		$27.7M Buy
155,920
+1,128
+0.7% +$188K 0.34% 53
2025
Q3 		$24.6M Buy
154,792
+8,689
+6% +$1.28M 0.32% 58
2025
Q2 		$20.6M Buy
146,103
+1,497
+1% +$184K 0.3% 66
2025
Q1 		$16.9M Buy
144,606
+8,522
+6% +$1.1M 0.28% 75
2024
Q4 		$17.1M Buy
136,084
+7,226
+6% +$890K 0.29% 68
2024
Q3 		$13.4M Sell
128,858
-4,535
-3% -$457K 0.25% 87
2024
Q2 		$13M Buy
133,393
+11,236
+9% +$1.07M 0.26% 84
2024
Q1 		$11.5M Buy
122,157
+10,253
+9% +$903K 0.26% 92
2023
Q4 		$10.4M Buy
111,904
+19,944
+22% +$1.6M 0.27% 94
2023
Q3 		$7.51M Buy
91,960
+13,118
+17% +$1.14M 0.24% 105
2023
Q2 		$6.73M Buy
78,842
+2,040
+3% +$174K 0.23% 109
2023
Q1 		$6.74M Buy
76,802
+426
+0.6% +$39.8K 0.27% 100
2022
Q4 		$6.49M Buy
76,376
+44,329
+138% +$3.78M 0.33% 82
2022
Q3 		$2.53M Buy
32,047
+4,635
+17% +$391K 0.15% 165
2022
Q2 		$2.08M Sell
27,412
-2,636
-9% -$216K 0.12% 206
2022
Q1 		$2.63M Buy
30,048
+6,523
+28% +$629K 0.13% 174
2021
Q4 		$2.31M Buy
23,525
+5,802
+33% +$578K 0.11% 195
2021
Q3 		$1.73M Sell
17,723
-2,096
-11% -$208K 0.1% 235
2021
Q2 		$1.82M Buy
19,819
+266
+1% +$22.8K 0.11% 211
2021
Q1 		$1.52M Buy
19,553
+1,947
+11% +$149K 0.11% 215
2020
Q4 		$1.19M Buy
17,606
+7,571
+75% +$434K 0.09% 234
2020
Q3 		$485K Buy
+10,035
New +$506K 0.04% 391

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

Kestra Private Wealth Services's MS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Morgan Stanley (MS) stake by 0.87% in Q2 2026, selling an estimated $259K and leaving 150,080 shares worth $31.4M. The position accounts for 0.34% of the portfolio, ranked #59.

Kestra Private Wealth Services first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kestra Private Wealth Services held 150,080 shares of Morgan Stanley worth $31.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,310 Morgan Stanley shares in Q2 2026, an estimated $259K.
  • Morgan Stanley made up 0.34% of Kestra Private Wealth Services's portfolio in Q2 2026, its #59 holding.
  • Kestra Private Wealth Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.