QWM
MS icon

Quaker Wealth Management’s Morgan Stanley MS Stock Holding History

Quaker 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 		$10K Buy
48
+2
+4% +$396 ﹤0.01% 284
2026
Q1 		$7.57K Sell
46
-41
-47% -$7.1K ﹤0.01% 315
2025
Q4 		$15.4K Buy
87
+58
+200% +$9.68K ﹤0.01% 266
2025
Q3 		$4.61K Sell
29
-43
-60% -$6.35K ﹤0.01% 326
2025
Q2 		$10.2K Buy
+72
New +$8.84K ﹤0.01% 289

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

Quaker Wealth Management's MS Position: Q2 2026 in Review

Quaker Wealth Management increased its Morgan Stanley (MS) stake by 4.3% in Q2 2026, buying an estimated $396 and bringing the position to 48 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Quaker Wealth Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quaker Wealth Management held 48 shares of Morgan Stanley worth $10K as of Q2 2026.
  • Quaker Wealth Management bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Quaker Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Morgan Stanley position peaked at $15.4K in Q4 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.