MGWM
MS icon

Marks Group Wealth Management’s Morgan Stanley MS Stock Holding History

Marks Group 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 		$355K Buy
1,701
+39
+2% +$7.72K 0.03% 299
2026
Q1 		$273K Buy
1,662
+4
+0.2% +$693 0.03% 303
2025
Q4 		$294K Buy
1,658
+4
+0.2% +$667 0.03% 288
2025
Q3 		$263K Buy
1,654
+5
+0.3% +$738 0.02% 270
2025
Q2 		$232K Buy
+1,649
New +$203K 0.02% 279

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

Marks Group Wealth Management's MS Position: Q2 2026 in Review

Marks Group Wealth Management increased its Morgan Stanley (MS) stake by 2.3% in Q2 2026, buying an estimated $7.72K and bringing the position to 1,701 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #299.

Marks Group Wealth Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Marks Group Wealth Management held 1,701 shares of Morgan Stanley worth $355K as of Q2 2026.
  • Marks Group Wealth Management bought 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Marks Group Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.