LeClair Wealth Partners’s Morgan Stanley MS Stock Holding History

LeClair Wealth Partners’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	–	Sell	-3,642	Closed	-$599K	–	164
2026 Q1	$599K	Buy	+3,642	New	+$631K	0.21%	51

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LeClair Wealth Partners's MS Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 3,642 shares — an estimated $599K sold.

LeClair Wealth Partners first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $599K in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

LeClair Wealth Partners reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
LeClair Wealth Partners sold 3,642 Morgan Stanley shares in Q2 2026, an estimated $599K.
LeClair Wealth Partners first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
LeClair Wealth Partners's Morgan Stanley position peaked at $599K in Q1 2026.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.