Portus Wealth Advisors’s Morgan Stanley MS Stock Holding History

Portus Wealth 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	–	Sell	-71	Closed	-$11.7K	–	351
2026 Q1	$11.7K	Buy	+71	New	+$12.3K	0.01%	126

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Portus Wealth Advisors's MS Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 71 shares — an estimated $11.7K sold.

Portus Wealth Advisors first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Portus Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 71 Morgan Stanley shares in Q2 2026, an estimated $11.7K.
Portus Wealth Advisors first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Morgan Stanley position peaked at $11.7K in Q1 2026.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.