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Legacy Capital Wealth Partners’s Morgan Stanley MS Stock Holding History

Legacy Capital 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 		$434K Buy
2,078
+120
+6% +$23.8K 0.08% 222
2026
Q1 		$322K Buy
1,958
+154
+9% +$26.7K 0.07% 282
2025
Q4 		$320K Sell
1,804
-77
-4% -$12.8K 0.07% 290
2025
Q3 		$299K Buy
1,881
+184
+11% +$27.2K 0.07% 312
2025
Q2 		$239K Buy
+1,697
New +$208K 0.05% 334

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

Legacy Capital Wealth Partners's MS Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Morgan Stanley (MS) stake by 6.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,078 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #222.

Legacy Capital Wealth Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,078 shares of Morgan Stanley worth $434K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 120 Morgan Stanley shares in Q2 2026, an estimated $23.8K.
  • Morgan Stanley made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • Legacy Capital Wealth Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.