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

Quadrant Private Wealth 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	–	Sell	-1,758	Closed	-$289K	–	249
2026 Q1	$289K	Buy	1,758 +195	+12%	+$33.8K	0.04%	235
2025 Q4	$277K	Buy	+1,563	New	+$261K	0.05%	226
2023 Q4	–	Sell	-2,830	Closed	-$231K	–	253
2023 Q3	$231K	Sell	2,830 -453	-14%	-$39.3K	0.08%	191
2023 Q2	$280K	Buy	3,283 +76	+2%	+$6.5K	0.08%	194
2023 Q1	$282K	Sell	3,207 -4	-0.1%	-$373	0.09%	192
2022 Q4	$273K	Buy	+3,211	New	+$274K	0.09%	192
2022 Q2	$230K	Buy	3,019 +40	+1%	+$3.28K	0.09%	178
2022 Q1	$260K	Buy	2,979 +781	+36%	+$75.3K	0.1%	171
2021 Q4	$216K	Buy	+2,198	New	+$219K	0.08%	184

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Quadrant Private Wealth Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,758 shares — an estimated $289K sold.

Quadrant Private Wealth Management first reported a position in MS in Q4 2021 and held it in 9 quarters. The position peaked at $289K in Q1 2026. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,758 Morgan Stanley shares in Q2 2026, an estimated $289K.
Quadrant Private Wealth Management first reported a position in Morgan Stanley in Q4 2021 and held it in 9 quarters.
Quadrant Private Wealth Management's Morgan Stanley position peaked at $289K in Q1 2026.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.