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Paulson Wealth Management’s Morgan Stanley MS Stock Holding History

Paulson 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 		$201K Buy
+961
New +$190K 0.04% 146
2025
Q1 		– Sell
-2,727
Closed -$343K – 136
2024
Q4 		$343K Hold
2,727
– – 0.09% 97
2024
Q3 		$284K Hold
2,727
– – 0.08% 119
2024
Q2 		$265K Hold
2,727
– – 0.08% 117
2024
Q1 		$257K Hold
2,727
– – 0.08% 121
2023
Q4 		$254K Buy
+2,727
New +$218K 0.08% 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 $3.37T 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

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

Paulson Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 961 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Paulson Wealth Management previously reported a position in MS as recently as Q4 2024.

Paulson Wealth Management first reported a position in MS in Q4 2023 and has held it in 6 quarters since. The position peaked at $343K in Q4 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Paulson Wealth Management held 961 shares of Morgan Stanley worth $201K as of Q2 2026.
  • Morgan Stanley was a new Paulson Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.04% of Paulson Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Paulson Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 6 quarters since.
  • Paulson Wealth Management's Morgan Stanley position peaked at $343K in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.