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McKinley Carter Wealth Services’s Morgan Stanley MS Stock Holding History

McKinley Carter 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 		$4.23M Sell
20,256
-239
-1% -$47.3K 0.22% 84
2026
Q1 		$3.37M Buy
20,495
+19
+0.1% +$3.29K 0.19% 96
2025
Q4 		$3.64M Sell
20,476
-170
-0.8% -$28.4K 0.2% 90
2025
Q3 		$3.28M Sell
20,646
-410
-2% -$60.5K 0.17% 92
2025
Q2 		$2.97M Buy
21,056
+2,623
+14% +$322K 0.16% 96
2025
Q1 		$2.15M Sell
18,433
-145
-0.8% -$18.7K 0.13% 107
2024
Q4 		$2.34M Sell
18,578
-306
-2% -$37.7K 0.14% 101
2024
Q3 		$1.97M Buy
18,884
+304
+2% +$30.6K 0.12% 115
2024
Q2 		$1.81M Buy
18,580
+1,368
+8% +$130K 0.12% 116
2024
Q1 		$1.62M Buy
17,212
+1,047
+6% +$92.2K 0.11% 128
2023
Q4 		$1.51M Buy
16,165
+920
+6% +$73.6K 0.11% 121
2023
Q3 		$1.25M Buy
+15,245
New +$1.32M 0.1% 133
2018
Q2 		– Sell
-671
Closed -$36K – 299
2018
Q1 		$36K Buy
+671
New +$37.1K 0.01% 291

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 $3.38T AUM 44.17% 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

McKinley Carter Wealth Services's MS Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $47.3K and leaving 20,256 shares worth $4.23M. The position accounts for 0.22% of the portfolio, ranked #84.

McKinley Carter Wealth Services first reported a position in MS in Q1 2018 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • McKinley Carter Wealth Services held 20,256 shares of Morgan Stanley worth $4.23M as of Q2 2026.
  • McKinley Carter Wealth Services sold 239 Morgan Stanley shares in Q2 2026, an estimated $47.3K.
  • Morgan Stanley made up 0.22% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #84 holding.
  • McKinley Carter Wealth Services first reported a position in Morgan Stanley in Q1 2018 and has held it in 13 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.