Massachusetts Wealth Management
MS icon

Massachusetts Wealth Management’s Morgan Stanley MS Stock Holding History

Massachusetts 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
Q3 		$451K Buy
2,400
+275
+13% +$58.4K 0.18% 86
2026
Q2 		$444K Buy
2,125
+75
+4% +$14.9K 0.17% 87
2026
Q1 		$337K Buy
2,050
+325
+19% +$56.3K 0.15% 87
2025
Q4 		$306K Sell
1,725
-25
-1% -$4.17K 0.14% 86
2025
Q3 		$278K Buy
1,750
+25
+1% +$3.69K 0.14% 88
2025
Q2 		$243K Sell
1,725
-27
-2% -$3.32K 0.14% 91
2025
Q1 		$204K Buy
1,752
+150
+9% +$19.3K 0.14% 82
2024
Q4 		$201K Buy
+1,602
New +$197K 0.12% 90

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Wealth Management's MS Position: Q3 2026 in Review

Massachusetts Wealth Management increased its Morgan Stanley (MS) stake by 13% in Q3 2026, buying an estimated $58.4K and bringing the position to 2,400 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #86.

Massachusetts Wealth Management first reported a position in MS in Q4 2024 and has held it in 8 quarters since. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Massachusetts Wealth Management held 2,400 shares of Morgan Stanley worth $451K as of Q3 2026.
  • Massachusetts Wealth Management bought 275 Morgan Stanley shares in Q3 2026, an estimated $58.4K.
  • Morgan Stanley made up 0.18% of Massachusetts Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Massachusetts Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.