PWM
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Pines Wealth Management’s Morgan Stanley MS Stock Holding History

Pines 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 		$434K Sell
2,078
-60
-3% -$11.9K 0.12% 149
2026
Q1 		$352K Sell
2,138
-290
-12% -$50.2K 0.11% 160
2025
Q4 		$431K Sell
2,428
-227
-9% -$37.9K 0.14% 144
2025
Q3 		$422K Buy
2,655
+138
+5% +$20.4K 0.14% 144
2025
Q2 		$363K Sell
2,517
-184
-7% -$22.6K 0.13% 163
2025
Q1 		$271K Sell
2,701
-515
-16% -$66.4K 0.13% 161
2024
Q4 		$397K Buy
+3,216
New +$396K 0.17% 135

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

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

Pines Wealth Management reduced its Morgan Stanley (MS) stake by 2.8% in Q2 2026, selling an estimated $11.9K and leaving 2,078 shares worth $434K. The position accounts for 0.12% of the portfolio, ranked #149.

Pines Wealth Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pines Wealth Management held 2,078 shares of Morgan Stanley worth $434K as of Q2 2026.
  • Pines Wealth Management sold 60 Morgan Stanley shares in Q2 2026, an estimated $11.9K.
  • Morgan Stanley made up 0.12% of Pines Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Pines Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.