Q1WB
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Quest 10 Wealth Builders’s Morgan Stanley MS Stock Holding History

Quest 10 Wealth Builders’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 		$52.6K Buy
251
+2
+0.8% +$396 0.04% 202
2026
Q1 		$41K Buy
249
+83
+50% +$14.4K 0.04% 231
2025
Q4 		$29.5K Hold
166
– – 0.03% 259
2025
Q3 		$26.5K Sell
166
-5
-3% -$738 0.02% 240
2025
Q2 		$24.1K Sell
171
-1
-0.6% -$123 0.02% 264
2025
Q1 		$20.1K Sell
172
-56
-25% -$7.22K 0.02% 268
2024
Q4 		$28.7K Buy
+228
New +$28.1K 0.03% 252

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

Quest 10 Wealth Builders's MS Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Morgan Stanley (MS) stake by 0.8% in Q2 2026, buying an estimated $396 and bringing the position to 251 shares worth $52.6K. The position accounts for 0.04% of the portfolio, ranked #202.

Quest 10 Wealth Builders first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quest 10 Wealth Builders held 251 shares of Morgan Stanley worth $52.6K as of Q2 2026.
  • Quest 10 Wealth Builders bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #202 holding.
  • Quest 10 Wealth Builders first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.