MWM
MS icon

Modern Wealth Management’s Morgan Stanley MS Stock Holding History

Modern Wealth Management’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 		$3.99M Buy
19,071
+9,189
+93% +$1.82M 0.05% 284
2026
Q1 		$1.64M Buy
9,882
+6,812
+222% +$1.18M 0.03% 330
2025
Q4 		$545K Buy
3,070
+550
+22% +$91.7K 0.01% 514
2025
Q3 		$401K Buy
2,520
+19
+0.8% +$2.81K 0.01% 560
2025
Q2 		$352K Buy
2,501
+507
+25% +$62.3K 0.01% 566
2025
Q1 		$233K Buy
1,994
+163
+9% +$21K 0.01% 603
2024
Q4 		$230K Buy
+1,831
New +$226K 0.01% 522

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

Modern Wealth Management's MS Position: Q2 2026 in Review

Modern Wealth Management increased its Morgan Stanley (MS) stake by 93% in Q2 2026, buying an estimated $1.82M and bringing the position to 19,071 shares worth $3.99M. The position accounts for 0.05% of the portfolio, ranked #284.

Modern Wealth Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Modern Wealth Management held 19,071 shares of Morgan Stanley worth $3.99M as of Q2 2026.
  • Modern Wealth Management bought 9,189 Morgan Stanley shares in Q2 2026, an estimated $1.82M.
  • Morgan Stanley made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Modern Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.