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Mosaic Family Wealth Partners’s Morgan Stanley MS Stock Holding History

Mosaic Family 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 		$2.27M Buy
10,869
+5,631
+108% +$1.12M 0.15% 105
2026
Q1 		$862K Buy
5,238
+695
+15% +$120K 0.09% 125
2025
Q4 		$807K Sell
4,543
-6
-0.1% -$1K 0.09% 109
2025
Q3 		$733K Sell
4,549
-37
-0.8% -$5.46K 0.09% 109
2025
Q2 		$646K Buy
4,586
+43
+0.9% +$5.28K 0.08% 115
2025
Q1 		$530K Sell
4,543
-2
-0% -$258 0.08% 128
2024
Q4 		$571K Sell
4,545
-65
-1% -$8.01K 0.08% 113
2024
Q3 		$481K Buy
4,610
+4
+0.1% +$403 0.07% 125
2024
Q2 		$448K Sell
4,606
-40
-0.9% -$3.81K 0.07% 123
2024
Q1 		$437K Sell
4,646
-166
-3% -$14.6K 0.07% 127
2023
Q4 		$449K Buy
4,812
+102
+2% +$8.16K 0.08% 121
2023
Q3 		$385K Hold
4,710
– – 0.08% 119
2023
Q2 		$402K Hold
4,710
– – 0.08% 114
2023
Q1 		$414K Sell
4,710
-90
-2% -$8.4K 0.09% 113
2022
Q4 		$408K Buy
+4,800
New +$409K 0.12% 116

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

Mosaic Family Wealth Partners's MS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Morgan Stanley (MS) stake by 108% in Q2 2026, buying an estimated $1.12M and bringing the position to 10,869 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #105.

Mosaic Family Wealth Partners first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,869 shares of Morgan Stanley worth $2.27M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 5,631 Morgan Stanley shares in Q2 2026, an estimated $1.12M.
  • Morgan Stanley made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Mosaic Family Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.