LJI Wealth Management’s Morgan Stanley MS Stock Holding History

LJI 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	$321K	Sell	1,537 -334	-18%	-$66.1K	0.05%	152
2026 Q1	$308K	Hold	1,871	–	–	0.05%	150
2025 Q4	$332K	Buy	1,871 +259	+16%	+$43.2K	0.05%	146
2025 Q3	$256K	Sell	1,612 -259	-14%	-$38.2K	0.04%	155
2025 Q2	$264K	Hold	1,871	–	–	0.05%	157
2025 Q1	$218K	Hold	1,871	–	–	0.04%	166
2024 Q4	$235K	Buy	+1,871	New	+$230K	0.05%	156
2023 Q3	–	Sell	-14,849	Closed	-$151K	–	181
2023 Q2	$151K	Buy	+14,849	New	+$1.27M	0.04%	154

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

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

LJI Wealth Management reduced its Morgan Stanley (MS) stake by 18% in Q2 2026, selling an estimated $66.1K and leaving 1,537 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #152.

LJI Wealth Management first reported a position in MS in Q2 2023 and has held it in 8 quarters since. The position peaked at $332K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

LJI Wealth Management held 1,537 shares of Morgan Stanley worth $321K as of Q2 2026.
LJI Wealth Management sold 334 Morgan Stanley shares in Q2 2026, an estimated $66.1K.
Morgan Stanley made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #152 holding.
LJI Wealth Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 8 quarters since.
LJI Wealth Management's Morgan Stanley position peaked at $332K in Q4 2025.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.