KWM
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Kingsview Wealth Management’s Morgan Stanley MS Stock Holding History

Kingsview 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
2018
Q3 		– Sell
-300
Closed -$3K – 440
2018
Q2 		$3K Sell
300
-100
-25% -$5.22K ﹤0.01% 342
2018
Q1 		$3K Buy
400
+100
+33% +$5.54K ﹤0.01% 333
2017
Q4 		$3K Buy
+300
New +$15.2K ﹤0.01% 352

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 $3.38T AUM 44.17% 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

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

Kingsview Wealth Management increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $187K and bringing the position to 9,400 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #567.

Kingsview Wealth Management first reported a position in MS in Q1 2017 and has held it in 30 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kingsview Wealth Management held 9,400 shares of Morgan Stanley worth $1.97M as of Q2 2026.
  • Kingsview Wealth Management bought 943 Morgan Stanley shares in Q2 2026, an estimated $187K.
  • Morgan Stanley made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Kingsview Wealth Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 30 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.