Principle Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.65M | Buy |
12,675
+343
| +3% | +$67.9K | 0.13% | 127 |
|
|
2026
Q1 | $2.03M | Buy |
12,332
+495
| +4% | +$85.7K | 0.12% | 127 |
|
|
2025
Q4 | $2.1M | Buy |
11,837
+237
| +2% | +$39.5K | 0.12% | 124 |
|
|
2025
Q3 | $1.84M | Sell |
11,600
-64
| -0.5% | -$9.45K | 0.11% | 120 |
|
|
2025
Q2 | $1.64M | Buy |
11,664
+24
| +0.2% | +$2.95K | 0.1% | 125 |
|
|
2025
Q1 | $1.36M | Buy |
11,640
+13
| +0.1% | +$1.68K | 0.1% | 136 |
|
|
2024
Q4 | $1.46M | Sell |
11,627
-47
| -0.4% | -$5.79K | 0.1% | 133 |
|
|
2024
Q3 | $1.22M | Buy |
11,674
+30
| +0.3% | +$3.02K | 0.09% | 142 |
|
|
2024
Q2 | $1.13M | Buy |
11,644
+4
| +0% | +$381 | 0.09% | 146 |
|
|
2024
Q1 | $1.1M | Buy |
11,640
+4
| +0% | +$352 | 0.09% | 154 |
|
|
2023
Q4 | $1.09M | Buy |
11,636
+6
| +0.1% | +$480 | 0.09% | 150 |
|
|
2023
Q3 | $950K | Buy |
11,630
+5
| +0% | +$434 | 0.1% | 149 |
|
|
2023
Q2 | $993K | Sell |
11,625
-940
| -7% | -$80.4K | 0.1% | 141 |
|
|
2023
Q1 | $1.1M | Buy |
12,565
+4
| +0% | +$373 | 0.12% | 131 |
|
|
2022
Q4 | $1.07M | Sell |
12,561
-27
| -0.2% | -$2.3K | 0.12% | 121 |
|
|
2022
Q3 | $995K | Hold |
12,588
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $957K | Hold |
12,588
| – | – | 0.12% | 137 |
|
|
2022
Q1 | $1.1M | Buy |
12,588
+3
| +0% | +$289 | 0.12% | 129 |
|
|
2021
Q4 | $1.24M | Buy |
12,585
+128
| +1% | +$12.8K | 0.13% | 120 |
|
|
2021
Q3 | $1.21M | Sell |
12,457
-730
| -6% | -$72.3K | 0.14% | 117 |
|
|
2021
Q2 | $1.21M | Sell |
13,187
-576
| -4% | -$49.4K | 0.14% | 120 |
|
|
2021
Q1 | $1.07M | Hold |
13,763
| – | – | 0.13% | 121 |
|
|
2020
Q4 | $943K | Sell |
13,763
-490
| -3% | -$28.1K | 0.12% | 123 |
|
|
2020
Q3 | $689K | Hold |
14,253
| – | – | 0.19% | 64 |
|
|
2020
Q2 | $688K | Hold |
14,253
| – | – | 0.2% | 63 |
|
|
2020
Q1 | $485K | Hold |
14,253
| – | – | 0.18% | 81 |
|
|
2019
Q4 | $729K | Buy |
14,253
+580
| +4% | +$27.5K | 0.23% | 75 |
|
|
2019
Q3 | $583K | Buy |
13,673
+3,133
| +30% | +$134K | 0.2% | 87 |
|
|
2019
Q2 | $462K | Hold |
10,540
| – | – | 0.24% | 82 |
|
|
2019
Q1 | $445K | Buy |
10,540
+1,572
| +18% | +$66.2K | 0.25% | 71 |
|
|
2018
Q4 | $336K | Buy |
+8,968
| New | +$391K | 0.28% | 82 |
|
Other funds holding MS
Principle Wealth Partners's MS Position: Q2 2026 in Review
Principle Wealth Partners increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $67.9K and bringing the position to 12,675 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #127.
Principle Wealth Partners first reported a position in MS in Q4 2018 and has held it in 31 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Principle Wealth Partners held 12,675 shares of Morgan Stanley worth $2.65M as of Q2 2026.
- Principle Wealth Partners bought 343 Morgan Stanley shares in Q2 2026, an estimated $67.9K.
- Morgan Stanley made up 0.13% of Principle Wealth Partners's portfolio in Q2 2026, its #127 holding.
- Principle Wealth Partners first reported a position in Morgan Stanley in Q4 2018 and has held it in 31 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.