MWM
MS icon

Maripau Wealth Management’s Morgan Stanley MS Stock Holding History

Maripau 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 		$212K Buy
+1,016
New +$201K 0.08% 167
2025
Q2 		– Sell
-2,166
Closed -$253K – 167
2025
Q1 		$253K Buy
+2,166
New +$279K 0.15% 113

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

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

Maripau Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,016 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings. This is a return to the name: Maripau Wealth Management previously reported a position in MS as recently as Q1 2025.

Maripau Wealth Management first reported a position in MS in Q1 2025 and has held it in 2 quarters since. The position peaked at $253K in Q1 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Maripau Wealth Management held 1,016 shares of Morgan Stanley worth $212K as of Q2 2026.
  • Morgan Stanley was a new Maripau Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.08% of Maripau Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Maripau Wealth Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 2 quarters since.
  • Maripau Wealth Management's Morgan Stanley position peaked at $253K in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.