PWMAG
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Pinnacle Wealth Management Advisory Group’s Morgan Stanley MS Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$10.9M Buy
52,042
+412
+0.8% +$81.6K 0.65% 35
2026
Q1 		$8.5M Buy
51,630
+1,095
+2% +$190K 0.58% 36
2025
Q4 		$8.97M Buy
50,535
+522
+1% +$87.1K 0.62% 37
2025
Q3 		$7.95M Buy
50,013
+1,630
+3% +$241K 0.6% 40
2025
Q2 		$6.82M Buy
48,383
+1,277
+3% +$157K 0.57% 41
2025
Q1 		$5.5M Buy
47,106
+1,883
+4% +$243K 0.51% 49
2024
Q4 		$5.69M Sell
45,223
-30
-0.1% -$3.69K 0.53% 45
2024
Q3 		$4.72M Buy
45,253
+941
+2% +$94.8K 0.45% 55
2024
Q2 		$4.31M Buy
44,312
+1,634
+4% +$156K 0.44% 53
2024
Q1 		$4.02M Sell
42,678
-858
-2% -$75.6K 0.43% 54
2023
Q4 		$4.06M Sell
43,536
-5,905
-12% -$472K 0.48% 52
2023
Q3 		$4.04M Buy
49,441
+976
+2% +$84.7K 0.52% 48
2023
Q2 		$4.14M Sell
48,465
-2,968
-6% -$254K 0.51% 49
2023
Q1 		$4.52M Sell
51,433
-286
-0.6% -$26.7K 0.61% 43
2022
Q4 		$4.4M Sell
51,719
-3,229
-6% -$275K 0.66% 40
2022
Q3 		$4.34M Sell
54,948
-2,622
-5% -$221K 0.72% 33
2022
Q2 		$4.38M Buy
57,570
+2,743
+5% +$225K 0.71% 34
2022
Q1 		$4.79M Buy
54,827
+19,296
+54% +$1.86M 0.69% 36
2021
Q4 		$3.49M Buy
35,531
+11,941
+51% +$1.19M 0.57% 49
2021
Q3 		$2.3M Sell
23,590
-645
-3% -$63.9K 0.54% 50
2021
Q2 		$2.22M Buy
24,235
+1,405
+6% +$120K 0.52% 50
2021
Q1 		$1.77M Sell
22,830
-2,510
-10% -$192K 0.5% 50
2020
Q4 		$1.74M Buy
+25,340
New +$1.45M 0.53% 47

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

Pinnacle Wealth Management Advisory Group's MS Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Morgan Stanley (MS) stake by 0.8% in Q2 2026, buying an estimated $81.6K and bringing the position to 52,042 shares worth $10.9M. The position accounts for 0.65% of the portfolio, ranked #35.

Pinnacle Wealth Management Advisory Group first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 52,042 shares of Morgan Stanley worth $10.9M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 412 Morgan Stanley shares in Q2 2026, an estimated $81.6K.
  • Morgan Stanley made up 0.65% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.