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Pension & Wealth Management Advisors’s Morgan Stanley MS Stock Holding History

Pension & Wealth Management 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 		$173K Sell
825
-131
-14% -$25.9K 0.05% 187
2026
Q1 		$158K Sell
956
-58
-6% -$10K 0.05% 183
2025
Q4 		$180K Buy
1,014
+1
+0.1% +$167 0.05% 178
2025
Q3 		$161K Sell
1,013
-65
-6% -$9.6K 0.05% 161
2025
Q2 		$152K Buy
1,078
+161
+18% +$19.8K 0.05% 160
2025
Q1 		$107K Buy
917
+145
+19% +$18.7K 0.04% 198
2024
Q4 		$97.1K Buy
772
+97
+14% +$11.9K 0.04% 189
2024
Q3 		$70.4K Buy
+675
New +$68K 0.04% 187
2023
Q1 		– Sell
-75
Closed -$6.38K – 335
2022
Q4 		$6.38K Buy
+75
New +$6.39K 0.01% 221

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pension & Wealth Management Advisors's MS Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Morgan Stanley (MS) stake by 14% in Q2 2026, selling an estimated $25.9K and leaving 825 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #187.

Pension & Wealth Management Advisors first reported a position in MS in Q4 2022 and has held it in 9 quarters since. The position peaked at $180K in Q4 2025. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pension & Wealth Management Advisors held 825 shares of Morgan Stanley worth $173K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 131 Morgan Stanley shares in Q2 2026, an estimated $25.9K.
  • Morgan Stanley made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #187 holding.
  • Pension & Wealth Management Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 9 quarters since.
  • Pension & Wealth Management Advisors's Morgan Stanley position peaked at $180K in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.