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Premier Path Wealth Partners’s Morgan Stanley MS Stock Holding History

Premier Path 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 		$2.53M Buy
12,125
+687
+6% +$136K 0.29% 82
2026
Q1 		$1.88M Buy
11,438
+577
+5% +$99.9K 0.25% 94
2025
Q4 		$1.93M Buy
10,861
+771
+8% +$129K 0.25% 87
2025
Q3 		$1.6M Buy
10,090
+9
+0.1% +$1.33K 0.21% 104
2025
Q2 		$1.42M Buy
10,081
+554
+6% +$68K 0.2% 120
2025
Q1 		$1.11M Sell
9,527
-545
-5% -$70.2K 0.17% 146
2024
Q4 		$1.27M Sell
10,072
-271
-3% -$33.4K 0.19% 120
2024
Q3 		$1.08M Sell
10,343
-292
-3% -$29.4K 0.17% 150
2024
Q2 		$1.03M Sell
10,635
-2,152
-17% -$205K 0.18% 144
2024
Q1 		$1.2M Sell
12,787
-297
-2% -$26.2K 0.23% 116
2023
Q4 		$1.22M Buy
+13,084
New +$1.05M 0.27% 93

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

Premier Path Wealth Partners's MS Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $136K and bringing the position to 12,125 shares worth $2.53M. The position accounts for 0.29% of the portfolio, ranked #82.

Premier Path Wealth Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Premier Path Wealth Partners held 12,125 shares of Morgan Stanley worth $2.53M as of Q2 2026.
  • Premier Path Wealth Partners bought 687 Morgan Stanley shares in Q2 2026, an estimated $136K.
  • Morgan Stanley made up 0.29% of Premier Path Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Premier Path Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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