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Meadow Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History

Meadow Creek Wealth Advisors’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 		$568K Sell
2,717
-45
-2% -$8.91K 0.35% 57
2026
Q1 		$455K Hold
2,762
– – 0.29% 70
2025
Q4 		$490K Hold
2,762
– – 0.31% 61
2025
Q3 		$442K Sell
2,762
-37
-1% -$5.46K 0.29% 71
2025
Q2 		$394K Buy
2,799
+69
+3% +$8.47K 0.27% 78
2025
Q1 		$319K Buy
2,730
+153
+6% +$19.7K 0.24% 97
2024
Q4 		$324K Buy
2,577
+96
+4% +$11.8K 0.23% 92
2024
Q3 		$259K Buy
2,481
+346
+16% +$34.8K 0.21% 111
2024
Q2 		$208K Buy
+2,135
New +$203K 0.2% 114

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

Meadow Creek Wealth Advisors's MS Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $8.91K and leaving 2,717 shares worth $568K. The position accounts for 0.35% of the portfolio, ranked #57.

Meadow Creek Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Meadow Creek Wealth Advisors held 2,717 shares of Morgan Stanley worth $568K as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
  • Morgan Stanley made up 0.35% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Meadow Creek Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.