Meridian Wealth Partners’s Morgan Stanley MS Stock Holding History

Meridian Wealth Partners’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	$213K	Buy	+1,018	New	+$202K	0.03%	119
2026 Q1	–	Sell	-1,203	Closed	-$214K	–	124
2025 Q4	$214K	Buy	+1,203	New	+$201K	0.03%	109
2025 Q1	–	Sell	-2,949	Closed	-$371K	–	106
2024 Q4	$371K	Buy	+2,949	New	+$363K	0.06%	77
2021 Q2	–	Sell	-629	Closed	-$49K	–	815
2021 Q1	$49K	Buy	629 +272	+76%	+$20.8K	0.01%	161
2020 Q4	$24K	Buy	+357	New	+$20.5K	0.01%	201

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meridian Wealth Partners's MS Position: Q2 2026 in Review

Meridian Wealth Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,018 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in MS as recently as Q4 2025.

Meridian Wealth Partners first reported a position in MS in Q4 2020 and has held it in 5 quarters since. The position peaked at $371K in Q4 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Meridian Wealth Partners held 1,018 shares of Morgan Stanley worth $213K as of Q2 2026.
Morgan Stanley was a new Meridian Wealth Partners position in Q2 2026.
Morgan Stanley made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #119 holding.
Meridian Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 5 quarters since.
Meridian Wealth Partners's Morgan Stanley position peaked at $371K in Q4 2024.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.