QFW
MS icon

QTR Family Wealth’s Morgan Stanley MS Stock Holding History

QTR Family 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 		$606K Buy
2,901
+349
+14% +$69.1K 0.21% 106
2026
Q1 		$468K Buy
2,552
+73
+3% +$12.6K 0.19% 126
2025
Q4 		$441K Buy
2,479
+311
+14% +$51.9K 0.19% 121
2025
Q3 		$345K Buy
2,168
+309
+17% +$45.6K 0.16% 137
2025
Q2 		$262K Buy
+1,859
New +$228K 0.16% 135

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

QTR Family Wealth's MS Position: Q2 2026 in Review

QTR Family Wealth increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $69.1K and bringing the position to 2,901 shares worth $606K. The position accounts for 0.21% of the portfolio, ranked #106.

QTR Family Wealth first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • QTR Family Wealth held 2,901 shares of Morgan Stanley worth $606K as of Q2 2026.
  • QTR Family Wealth bought 349 Morgan Stanley shares in Q2 2026, an estimated $69.1K.
  • Morgan Stanley made up 0.21% of QTR Family Wealth's portfolio in Q2 2026, its #106 holding.
  • QTR Family Wealth first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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