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Measured Wealth Private Client Group’s Morgan Stanley MS Stock Holding History

Measured Wealth Private Client Group’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 		$440K Sell
2,103
-104
-5% -$20.6K 0.11% 124
2026
Q1 		$363K Sell
2,207
-100
-4% -$17.3K 0.1% 126
2025
Q4 		$410K Sell
2,307
-350
-13% -$58.4K 0.11% 116
2025
Q3 		$422K Sell
2,657
-264
-9% -$39K 0.11% 110
2025
Q2 		$411K Buy
2,921
+567
+24% +$69.6K 0.12% 115
2025
Q1 		$275K Sell
2,354
-1,832
-44% -$236K 0.09% 142
2024
Q4 		$526K Buy
4,186
+432
+12% +$53.2K 0.17% 78
2024
Q3 		$391K Sell
3,754
-120
-3% -$12.1K 0.13% 106
2024
Q2 		$376K Buy
3,874
+216
+6% +$20.6K 0.13% 123
2024
Q1 		$344K Buy
3,658
+431
+13% +$38K 0.12% 128
2023
Q4 		$301K Sell
3,227
-352
-10% -$28.2K 0.11% 135
2023
Q3 		$292K Buy
3,579
+29
+0.8% +$2.52K 0.12% 126
2023
Q2 		$303K Buy
3,550
+28
+0.8% +$2.4K 0.12% 137
2023
Q1 		$309K Sell
3,522
-615
-15% -$57.4K 0.12% 130
2022
Q4 		$352K Sell
4,137
-71
-2% -$6.05K 0.14% 98
2022
Q3 		$332K Buy
+4,208
New +$355K 0.15% 93
2022
Q1 		– Sell
-2,945
Closed -$289K – 187
2021
Q4 		$289K Buy
2,945
+131
+5% +$13K 0.1% 128
2021
Q3 		$274K Buy
+2,814
New +$279K 0.11% 128
2019
Q3 		– Sell
-5,324
Closed -$233K – 180
2019
Q2 		$233K Sell
5,324
-255
-5% -$11.4K 0.13% 165
2019
Q1 		$235K Buy
+5,579
New +$235K 0.14% 153
2018
Q4 		– Sell
-4,536
Closed -$212K – 468
2018
Q3 		$212K Hold
4,536
– – 0.13% 140
2018
Q2 		$215K Buy
+4,536
New +$237K 0.18% 131

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

Measured Wealth Private Client Group's MS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Morgan Stanley (MS) stake by 4.7% in Q2 2026, selling an estimated $20.6K and leaving 2,103 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #124.

Measured Wealth Private Client Group first reported a position in MS in Q2 2018 and has held it in 22 quarters since. The position peaked at $526K in Q4 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Measured Wealth Private Client Group held 2,103 shares of Morgan Stanley worth $440K as of Q2 2026.
  • Measured Wealth Private Client Group sold 104 Morgan Stanley shares in Q2 2026, an estimated $20.6K.
  • Morgan Stanley made up 0.11% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #124 holding.
  • Measured Wealth Private Client Group first reported a position in Morgan Stanley in Q2 2018 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's Morgan Stanley position peaked at $526K in Q4 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.