PW
MS icon

PUREfi Wealth’s Morgan Stanley MS Stock Holding History

PUREfi Wealth’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 		$266K Buy
+1,271
New +$252K 0.15% 167
2025
Q1 		– Sell
-4,273
Closed -$537K – 163
2024
Q4 		$537K Buy
+4,273
New +$526K 0.53% 47

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

PUREfi Wealth's MS Position: Q2 2026 in Review

PUREfi Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 1,271 shares worth $266K. The stake represents 0.15% of the portfolio and ranks #167 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in MS as recently as Q4 2024.

PUREfi Wealth first reported a position in MS in Q4 2024 and has held it in 2 quarters since. The position peaked at $537K in Q4 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PUREfi Wealth held 1,271 shares of Morgan Stanley worth $266K as of Q2 2026.
  • Morgan Stanley was a new PUREfi Wealth position in Q2 2026.
  • Morgan Stanley made up 0.15% of PUREfi Wealth's portfolio in Q2 2026, its #167 holding.
  • PUREfi Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
  • PUREfi Wealth's Morgan Stanley position peaked at $537K in Q4 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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