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McCarter Private Wealth Services’s Morgan Stanley MS Stock Holding History

McCarter Private Wealth Services’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 		$971K Buy
4,646
+39
+0.8% +$7.72K 0.34% 77
2026
Q1 		$758K Buy
4,607
+540
+13% +$93.5K 0.33% 71
2025
Q4 		$722K Buy
4,067
+895
+28% +$149K 0.32% 67
2025
Q3 		$504K Buy
3,172
+35
+1% +$5.17K 0.26% 79
2025
Q2 		$442K Sell
3,137
-5
-0.2% -$614 0.25% 74
2025
Q1 		$367K Buy
3,142
+612
+24% +$78.9K 0.24% 70
2024
Q4 		$318K Sell
2,530
-245
-9% -$30.2K 0.2% 78
2024
Q3 		$289K Buy
+2,775
New +$279K 0.18% 82

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

McCarter Private Wealth Services's MS Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Morgan Stanley (MS) stake by 0.85% in Q2 2026, buying an estimated $7.72K and bringing the position to 4,646 shares worth $971K. The position accounts for 0.34% of the portfolio, ranked #77.

McCarter Private Wealth Services first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • McCarter Private Wealth Services held 4,646 shares of Morgan Stanley worth $971K as of Q2 2026.
  • McCarter Private Wealth Services bought 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.34% of McCarter Private Wealth Services's portfolio in Q2 2026, its #77 holding.
  • McCarter Private Wealth Services first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.