KWMG
MS icon

King Wealth Management Group’s Morgan Stanley MS Stock Holding History

King Wealth Management Group’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 		$408K Buy
1,950
+79
+4% +$15.6K 0.04% 128
2026
Q1 		$308K Hold
1,871
– – 0.04% 129
2025
Q4 		$332K Sell
1,871
-119
-6% -$19.9K 0.04% 127
2025
Q3 		$316K Hold
1,990
– – 0.04% 128
2025
Q2 		$280K Hold
1,990
– – 0.04% 129
2025
Q1 		$232K Buy
1,990
+219
+12% +$28.2K 0.04% 137
2024
Q4 		$223K Buy
+1,771
New +$218K 0.03% 145
2023
Q4 		– Sell
-4,545
Closed -$371K – 145
2023
Q3 		$371K Sell
4,545
-68
-1% -$5.9K 0.08% 94
2023
Q2 		$394K Buy
4,613
+86
+2% +$7.36K 0.08% 95
2023
Q1 		$397K Hold
4,527
– – 0.09% 94
2022
Q4 		$385K Buy
4,527
+236
+5% +$20.1K 0.09% 97
2022
Q3 		$339K Buy
4,291
+242
+6% +$20.4K 0.09% 103
2022
Q2 		$308K Buy
4,049
+104
+3% +$8.52K 0.07% 117
2022
Q1 		$345K Buy
3,945
+500
+15% +$48.2K 0.07% 122
2021
Q4 		$338K Hold
3,445
– – 0.06% 130
2021
Q3 		$335K Buy
+3,445
New +$341K 0.07% 127
2020
Q1 		– Sell
-8,199
Closed -$419K – 151
2019
Q4 		$419K Sell
8,199
-1,598
-16% -$75.6K 0.11% 82
2019
Q3 		$418K Sell
9,797
-305
-3% -$13K 0.12% 74
2019
Q2 		$443K Hold
10,102
– – 0.13% 74
2019
Q1 		$426K Sell
10,102
-600
-6% -$25.3K 0.13% 77
2018
Q4 		$424K Sell
10,702
-2,000
-16% -$87.3K 0.15% 73
2018
Q3 		$592K Sell
12,702
-192
-1% -$9.38K 0.19% 61
2018
Q2 		$611K Buy
12,894
+94
+0.7% +$4.91K 0.21% 56
2018
Q1 		$691K Sell
12,800
-1,028
-7% -$56.9K 0.25% 53
2017
Q4 		$726K Hold
13,828
– – 0.26% 54
2017
Q3 		$666K Sell
13,828
-200
-1% -$9.28K 0.25% 57
2017
Q2 		$625K Sell
14,028
-169
-1% -$7.29K 0.25% 60
2017
Q1 		$608K Buy
14,197
+228
+2% +$10.1K 0.25% 60
2016
Q4 		$590K Buy
13,969
+3,771
+37% +$143K 0.27% 58
2016
Q3 		$327K Hold
10,198
– – 0.16% 79
2016
Q2 		$265K Hold
10,198
– – 0.14% 83
2016
Q1 		$255K Sell
10,198
-1,928
-16% -$49.2K 0.14% 88
2015
Q4 		$386K Hold
12,126
– – 0.21% 66
2015
Q3 		$382K Buy
12,126
+56
+0.5% +$2.04K 0.23% 66
2015
Q2 		$468K Sell
12,070
-363
-3% -$13.8K 0.26% 62
2015
Q1 		$443K Sell
12,433
-2,343
-16% -$84.1K 0.26% 56
2014
Q4 		$573K Buy
14,776
+577
+4% +$20.5K 0.3% 56
2014
Q3 		$490K Buy
14,199
+1,723
+14% +$57.4K 0.31% 60
2014
Q2 		$393K Sell
12,476
-486
-4% -$15K 0.24% 67
2014
Q1 		$404K Sell
12,962
-162
-1% -$5K 0.28% 57
2013
Q4 		$412K Buy
13,124
+38
+0.3% +$1.13K 0.23% 81
2013
Q3 		$353K Sell
13,086
-37
-0.3% -$993 0.23% 76
2013
Q2 		$321K Buy
+13,123
New +$311K 0.22% 80

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

King Wealth Management Group's MS Position: Q2 2026 in Review

King Wealth Management Group increased its Morgan Stanley (MS) stake by 4.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,950 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #128.

King Wealth Management Group first reported a position in MS in Q2 2013 and has held it in 43 quarters since. The position peaked at $726K in Q4 2017. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • King Wealth Management Group held 1,950 shares of Morgan Stanley worth $408K as of Q2 2026.
  • King Wealth Management Group bought 79 Morgan Stanley shares in Q2 2026, an estimated $15.6K.
  • Morgan Stanley made up 0.04% of King Wealth Management Group's portfolio in Q2 2026, its #128 holding.
  • King Wealth Management Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 43 quarters since.
  • King Wealth Management Group's Morgan Stanley position peaked at $726K in Q4 2017.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.