MWM
MS icon

Moran Wealth Management’s Morgan Stanley MS Stock Holding History

Moran 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 		$505K Buy
+2,414
New +$478K 0.01% 419
2024
Q4 		– Sell
-52,465
Closed -$5.47M – 442
2024
Q3 		$5.47M Sell
52,465
-373
-0.7% -$37.6K 0.17% 163
2024
Q2 		$5.14M Buy
+52,838
New +$5.03M 0.17% 169

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

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

Moran Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 2,414 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in MS as recently as Q3 2024.

Moran Wealth Management first reported a position in MS in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.47M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Moran Wealth Management held 2,414 shares of Morgan Stanley worth $505K as of Q2 2026.
  • Morgan Stanley was a new Moran Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Moran Wealth Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 3 quarters since.
  • Moran Wealth Management's Morgan Stanley position peaked at $5.47M in Q3 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.