MWM
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Maltin Wealth Management’s Morgan Stanley MS Stock Holding History

Maltin 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 		$387K Buy
1,852
+103
+6% +$20.4K 0.13% 96
2026
Q1 		$288K Sell
1,749
-3
-0.2% -$519 0.11% 109
2025
Q4 		$311K Buy
1,752
+16
+0.9% +$2.67K 0.12% 103
2025
Q3 		$276K Buy
1,736
+5
+0.3% +$738 0.11% 108
2025
Q2 		$244K Sell
1,731
-3
-0.2% -$368 0.11% 113
2025
Q1 		$202K Sell
1,734
-51
-3% -$6.57K 0.1% 125
2024
Q4 		$224K Buy
+1,785
New +$220K 0.11% 123
2024
Q2 		– Sell
-2,262
Closed -$213K – 124
2024
Q1 		$213K Sell
2,262
-5,163
-70% -$455K 0.12% 117
2023
Q4 		$692K Sell
7,425
-954
-11% -$76.3K 0.44% 62
2023
Q3 		$684K Buy
8,379
+117
+1% +$10.2K 0.48% 64
2023
Q2 		$706K Buy
8,262
+562
+7% +$48.1K 0.5% 59
2023
Q1 		$676K Buy
7,700
+34
+0.4% +$3.17K 0.49% 61
2022
Q4 		$652K Sell
7,666
-154
-2% -$13.1K 0.47% 60
2022
Q3 		$618K Sell
7,820
-148
-2% -$12.5K 0.49% 67
2022
Q2 		$606K Sell
7,968
-2,137
-21% -$175K 0.44% 72
2022
Q1 		$883K Buy
10,105
+531
+6% +$51.2K 0.58% 55
2021
Q4 		$940K Buy
9,574
+4,065
+74% +$405K 0.57% 54
2021
Q3 		$536K Buy
5,509
+31
+0.6% +$3.07K 0.33% 66
2021
Q2 		$502K Sell
5,478
-281
-5% -$24.1K 0.31% 70
2021
Q1 		$447K Buy
5,759
+1,326
+30% +$102K 0.29% 67
2020
Q4 		$304K Buy
+4,433
New +$254K 0.21% 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

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

Maltin Wealth Management increased its Morgan Stanley (MS) stake by 5.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,852 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #96.

Maltin Wealth Management first reported a position in MS in Q4 2020 and has held it in 21 quarters since. The position peaked at $940K in Q4 2021. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Maltin Wealth Management held 1,852 shares of Morgan Stanley worth $387K as of Q2 2026.
  • Maltin Wealth Management bought 103 Morgan Stanley shares in Q2 2026, an estimated $20.4K.
  • Morgan Stanley made up 0.13% of Maltin Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Maltin Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • Maltin Wealth Management's Morgan Stanley position peaked at $940K in Q4 2021.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.