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Opal Wealth Advisors’s Morgan Stanley MS Stock Holding History

Opal Wealth Advisors’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 		– Sell
-258
Closed -$42.5K – 444
2026
Q1 		$42.5K Buy
+258
New +$44.7K 0.01% 436
2025
Q3 		– Sell
-419
Closed -$59K – 414
2025
Q2 		$59K Buy
419
+217
+107% +$26.7K 0.02% 350
2025
Q1 		$23.6K Buy
+202
New +$26K 0.01% 500
2024
Q3 		– Sell
-257
Closed -$25K – 814
2024
Q2 		$25K Buy
+257
New +$24.5K 0.01% 456

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

Opal Wealth Advisors's MS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 258 shares — an estimated $42.5K sold.

Opal Wealth Advisors first reported a position in MS in Q2 2024 and held it in 4 quarters. The position peaked at $59K in Q2 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 258 Morgan Stanley shares in Q2 2026, an estimated $42.5K.
  • Opal Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Morgan Stanley position peaked at $59K in Q2 2025.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.