Precedent Wealth Partners’s Morgan Stanley MS Stock Holding History

Precedent Wealth Partners’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	$456K	Buy	2,183 +445	+26%	+$88.1K	0.08%	149
2026 Q1	$286K	Hold	1,738	–	–	0.06%	152
2025 Q4	$309K	Buy	1,738 +86	+5%	+$14.3K	0.06%	149
2025 Q3	$263K	Sell	1,652 -77	-4%	-$11.4K	0.06%	154
2025 Q2	$244K	Hold	1,729	–	–	0.06%	159
2025 Q1	$202K	Sell	1,729 -124	-7%	-$16K	0.06%	154
2024 Q4	$233K	Buy	+1,853	New	+$228K	0.08%	142
2024 Q1	–	Sell	-2,626	Closed	-$245K	–	139
2023 Q4	$245K	Buy	+2,626	New	+$210K	0.12%	122

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

Precedent Wealth Partners's MS Position: Q2 2026 in Review

Precedent Wealth Partners increased its Morgan Stanley (MS) stake by 26% in Q2 2026, buying an estimated $88.1K and bringing the position to 2,183 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #149.

Precedent Wealth Partners first reported a position in MS in Q4 2023 and has held it in 8 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Precedent Wealth Partners held 2,183 shares of Morgan Stanley worth $456K as of Q2 2026.
Precedent Wealth Partners bought 445 Morgan Stanley shares in Q2 2026, an estimated $88.1K.
Morgan Stanley made up 0.08% of Precedent Wealth Partners's portfolio in Q2 2026, its #149 holding.
Precedent Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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