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Legacy Wealth Management (Idaho)’s Morgan Stanley MS Stock Holding History

Legacy Wealth Management (Idaho)’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
-4
Closed -$659 – 657
2026
Q1 		$659 Hold
4
– – ﹤0.01% 919
2025
Q4 		$711 Hold
4
– – ﹤0.01% 789
2025
Q3 		$636 Hold
4
– – ﹤0.01% 667
2025
Q2 		$564 Hold
4
– – ﹤0.01% 645
2025
Q1 		$467 Hold
4
– – ﹤0.01% 707
2024
Q4 		$560 Hold
4
– – ﹤0.01% 651
2024
Q3 		$532 Buy
+4
New +$403 ﹤0.01% 605

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

Legacy Wealth Management (Idaho)'s MS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 4 shares — an estimated $659 sold.

Legacy Wealth Management (Idaho) first reported a position in MS in Q3 2024 and held it in 7 quarters. The position peaked at $711 in Q4 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Morgan Stanley shares in Q2 2026, an estimated $659.
  • Legacy Wealth Management (Idaho) first reported a position in Morgan Stanley in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Morgan Stanley position peaked at $711 in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.