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Private Wealth Partners’s Morgan Stanley MS Stock Holding History

Private 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 		$10.8M Buy
51,545
+209
+0.4% +$41.4K 0.77% 31
2026
Q1 		$8.45M Sell
51,336
-462
-0.9% -$80K 0.65% 33
2025
Q4 		$9.2M Sell
51,798
-3,450
-6% -$575K 0.65% 33
2025
Q3 		$8.78M Sell
55,248
-976
-2% -$144K 0.63% 31
2025
Q2 		$7.92M Sell
56,224
-5,700
-9% -$700K 0.62% 35
2025
Q1 		$7.22M Sell
61,924
-47
-0.1% -$6.06K 0.6% 36
2024
Q4 		$7.79M Sell
61,971
-424
-0.7% -$52.2K 0.6% 35
2024
Q3 		$6.5M Buy
62,395
+2,660
+4% +$268K 0.52% 35
2024
Q2 		$5.81M Buy
59,735
+6,749
+13% +$642K 0.43% 38
2024
Q1 		$4.99M Sell
52,986
-11,038
-17% -$972K 0.4% 38
2023
Q4 		$5.97M Buy
64,024
+4,723
+8% +$378K 0.5% 33
2023
Q3 		$4.84M Buy
59,301
+3,202
+6% +$278K 0.46% 36
2023
Q2 		$4.79M Buy
56,099
+3,309
+6% +$283K 0.44% 38
2023
Q1 		$4.63M Buy
52,790
+4,145
+9% +$387K 0.46% 37
2022
Q4 		$4.14M Buy
48,645
+19,925
+69% +$1.7M 0.47% 40
2022
Q3 		$2.27M Sell
28,720
-12,830
-31% -$1.08M 0.29% 45
2022
Q2 		$3.16M Sell
41,550
-7,320
-15% -$600K 0.37% 43
2022
Q1 		$4.27M Sell
48,870
-3,045
-6% -$294K 0.38% 46
2021
Q4 		$5.1M Buy
+51,915
New +$5.17M 0.43% 44

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

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

Private Wealth Partners increased its Morgan Stanley (MS) stake by 0.41% in Q2 2026, buying an estimated $41.4K and bringing the position to 51,545 shares worth $10.8M. The position accounts for 0.77% of the portfolio, ranked #31.

Private Wealth Partners first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Private Wealth Partners held 51,545 shares of Morgan Stanley worth $10.8M as of Q2 2026.
  • Private Wealth Partners bought 209 Morgan Stanley shares in Q2 2026, an estimated $41.4K.
  • Morgan Stanley made up 0.77% of Private Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Private Wealth Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.