Langley Wealth Management’s Morgan Stanley MS Stock Holding History

Langley 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	$867K	Buy	+4,148	New	+$821K	0.85%	35

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Langley Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 4,148 shares worth $867K. The stake represents 0.85% of the portfolio and ranks #35 among its holdings.

2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Langley Wealth Management held 4,148 shares of Morgan Stanley worth $867K as of Q2 2026.
Morgan Stanley was a new Langley Wealth Management position in Q2 2026.
Morgan Stanley made up 0.85% of Langley Wealth Management's portfolio in Q2 2026, its #35 holding.
2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Langley Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.