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

Private Wealth Management Group’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 		$33K Hold
158
– – 0.01% 283
2026
Q1 		$26K Hold
158
– – 0.01% 275
2025
Q4 		$28.1K Sell
158
-20
-11% -$3.34K 0.01% 263
2025
Q3 		$28.3K Hold
178
– – 0.01% 262
2025
Q2 		$25.1K Hold
178
– – 0.01% 258
2025
Q1 		$20.8K Hold
178
– – 0.01% 288
2024
Q4 		$22.4K Hold
178
– – 0.01% 276
2024
Q3 		$18.6K Buy
178
+5
+3% +$504 0.01% 307
2024
Q2 		$16.8K Hold
173
– – 0.01% 313
2024
Q1 		$16.3K Hold
173
– – 0.01% 311
2023
Q4 		$16.1K Buy
+173
New +$13.8K 0.01% 302

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 Management Group's MS Position: Q2 2026 in Review

Private Wealth Management Group held its Morgan Stanley (MS) position steady in Q2 2026 at 158 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #283.

Private Wealth Management Group first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Private Wealth Management Group held 158 shares of Morgan Stanley worth $33K as of Q2 2026.
  • Private Wealth Management Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #283 holding.
  • Private Wealth Management Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.