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Private Wealth Asset Management’s Morgan Stanley MS Stock Holding History

Private Wealth Asset Management’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 		$790K Buy
3,777
+1,843
+95% +$365K 0.08% 149
2026
Q1 		$318K Buy
1,934
+17
+0.9% +$2.94K 0.03% 214
2025
Q4 		$340K Buy
1,917
+168
+10% +$28K 0.04% 205
2025
Q3 		$278K Buy
1,749
+250
+17% +$36.9K 0.03% 209
2025
Q2 		$211K Sell
1,499
-29
-2% -$3.56K 0.03% 232
2025
Q1 		$178K Buy
+1,528
New +$197K 0.03% 243

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's MS Position: Q2 2026 in Review

Private Wealth Asset Management increased its Morgan Stanley (MS) stake by 95% in Q2 2026, buying an estimated $365K and bringing the position to 3,777 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #149.

Private Wealth Asset Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Private Wealth Asset Management held 3,777 shares of Morgan Stanley worth $790K as of Q2 2026.
  • Private Wealth Asset Management bought 1,843 Morgan Stanley shares in Q2 2026, an estimated $365K.
  • Morgan Stanley made up 0.08% of Private Wealth Asset Management's portfolio in Q2 2026, its #149 holding.
  • Private Wealth Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.