PWP
MS icon

Phillips Wealth Planners’s Morgan Stanley MS Stock Holding History

Phillips Wealth Planners’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 		$361K Sell
1,624
-69
-4% -$13.7K 0.27% 112
2026
Q1 		$324K Sell
1,693
-267
-14% -$46.2K 0.24% 140
2025
Q4 		$359K Buy
1,960
+6
+0.3% +$1K 0.29% 112
2025
Q3 		$309K Sell
1,954
-481
-20% -$71K 0.26% 138
2025
Q2 		$344K Sell
2,435
-246
-9% -$30.2K 0.31% 112
2025
Q1 		$290K Sell
2,681
-599
-18% -$77.2K 0.31% 114
2024
Q4 		$405K Sell
3,280
-586
-15% -$72.2K 0.4% 77
2024
Q3 		$462K Buy
3,866
+1,330
+52% +$134K 0.44% 70
2024
Q2 		$262K Sell
2,536
-34
-1% -$3.24K 0.28% 135
2024
Q1 		$229K Buy
2,570
+28
+1% +$2.47K 0.26% 149
2023
Q4 		$213K Buy
+2,542
New +$203K 0.26% 146
2023
Q3 		– Sell
-2,756
Closed -$235K – 153
2023
Q2 		$235K Buy
2,756
+43
+2% +$3.68K 0.31% 125
2023
Q1 		$239K Buy
2,713
+25
+0.9% +$2.33K 0.32% 120
2022
Q4 		$267K Buy
+2,688
New +$229K 0.47% 84

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

Phillips Wealth Planners's MS Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Morgan Stanley (MS) stake by 4.1% in Q2 2026, selling an estimated $13.7K and leaving 1,624 shares worth $361K. The position accounts for 0.27% of the portfolio, ranked #112.

Phillips Wealth Planners first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $462K in Q3 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Phillips Wealth Planners held 1,624 shares of Morgan Stanley worth $361K as of Q2 2026.
  • Phillips Wealth Planners sold 69 Morgan Stanley shares in Q2 2026, an estimated $13.7K.
  • Morgan Stanley made up 0.27% of Phillips Wealth Planners's portfolio in Q2 2026, its #112 holding.
  • Phillips Wealth Planners first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Morgan Stanley position peaked at $462K in Q3 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.