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Leeward Financial Partners’s Morgan Stanley MS Stock Holding History

Leeward Financial 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 		$268K Sell
1,281
-413
-24% -$81.8K 0.07% 97
2026
Q1 		$279K Sell
1,694
-83
-5% -$14.4K 0.08% 88
2025
Q4 		$315K Sell
1,777
-201
-10% -$33.5K 0.09% 81
2025
Q3 		$314K Buy
1,978
+3
+0.2% +$443 0.09% 86
2025
Q2 		$278K Sell
1,975
-54
-3% -$6.63K 0.09% 85
2025
Q1 		$237K Buy
+2,029
New +$261K 0.09% 75

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

Leeward Financial Partners's MS Position: Q2 2026 in Review

Leeward Financial Partners reduced its Morgan Stanley (MS) stake by 24% in Q2 2026, selling an estimated $81.8K and leaving 1,281 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #97.

Leeward Financial Partners first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Leeward Financial Partners held 1,281 shares of Morgan Stanley worth $268K as of Q2 2026.
  • Leeward Financial Partners sold 413 Morgan Stanley shares in Q2 2026, an estimated $81.8K.
  • Morgan Stanley made up 0.07% of Leeward Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Leeward Financial Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • Leeward Financial Partners's Morgan Stanley position peaked at $315K in Q4 2025.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.