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

Manske 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 		$444K Hold
2,123
– – 0.11% 149
2026
Q1 		$349K Buy
2,123
+35
+2% +$6.06K 0.1% 156
2025
Q4 		$371K Sell
2,088
-16
-0.8% -$2.67K 0.11% 136
2025
Q3 		$334K Hold
2,104
– – 0.1% 145
2025
Q2 		$296K Buy
2,104
+320
+18% +$39.3K 0.1% 148
2025
Q1 		$208K Buy
+1,784
New +$230K 0.08% 166

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

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

Manske Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,123 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #149.

Manske Wealth Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Manske Wealth Management held 2,123 shares of Morgan Stanley worth $444K as of Q2 2026.
  • Manske Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.11% of Manske Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Manske Wealth Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.