MW
MS icon

MBL Wealth’s Morgan Stanley MS Stock Holding History

MBL Wealth’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 		$1.22M Buy
5,829
+457
+9% +$90.5K 0.08% 120
2026
Q1 		$884K Buy
5,372
+125
+2% +$21.6K 0.07% 132
2025
Q4 		$932K Buy
5,247
+2,399
+84% +$400K 0.07% 124
2025
Q3 		$453K Buy
2,848
+1,168
+70% +$172K 0.04% 166
2025
Q2 		$237K Buy
+1,680
New +$206K 0.02% 212
2025
Q1 		– Sell
-1,863
Closed -$234K – 234
2024
Q4 		$234K Buy
+1,863
New +$229K 0.02% 200
2023
Q1 		– Sell
-2,383
Closed -$203K – 174
2022
Q4 		$203K Sell
2,383
-379
-14% -$32.3K 0.04% 156
2022
Q3 		$218K Buy
+2,762
New +$233K 0.05% 145

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

MBL Wealth's MS Position: Q2 2026 in Review

MBL Wealth increased its Morgan Stanley (MS) stake by 8.5% in Q2 2026, buying an estimated $90.5K and bringing the position to 5,829 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #120.

MBL Wealth first reported a position in MS in Q3 2022 and has held it in 8 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MBL Wealth held 5,829 shares of Morgan Stanley worth $1.22M as of Q2 2026.
  • MBL Wealth bought 457 Morgan Stanley shares in Q2 2026, an estimated $90.5K.
  • Morgan Stanley made up 0.08% of MBL Wealth's portfolio in Q2 2026, its #120 holding.
  • MBL Wealth first reported a position in Morgan Stanley in Q3 2022 and has held it in 8 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.