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Quotient Wealth Partners’s Morgan Stanley MS Stock Holding History

Quotient Wealth Partners’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 		$1.18M Buy
5,628
+280
+5% +$55.4K 0.03% 126
2026
Q1 		$880K Buy
5,348
+139
+3% +$24.1K 0.02% 128
2025
Q4 		$925K Sell
5,209
-42
-0.8% -$7.01K 0.02% 128
2025
Q3 		$835K Buy
5,251
+169
+3% +$25K 0.02% 130
2025
Q2 		$716K Buy
5,082
+1,110
+28% +$136K 0.02% 150
2025
Q1 		$463K Buy
3,972
+75
+2% +$9.66K 0.01% 184
2024
Q4 		$490K Buy
3,897
+510
+15% +$62.8K 0.02% 176
2024
Q3 		$353K Buy
3,387
+34
+1% +$3.42K 0.01% 223
2024
Q2 		$326K Buy
3,353
+570
+20% +$54.3K 0.01% 237
2024
Q1 		$262K Sell
2,783
-636
-19% -$56K 0.01% 251
2023
Q4 		$319K Buy
+3,419
New +$274K 0.01% 219

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

Quotient Wealth Partners's MS Position: Q2 2026 in Review

Quotient Wealth Partners increased its Morgan Stanley (MS) stake by 5.2% in Q2 2026, buying an estimated $55.4K and bringing the position to 5,628 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #126.

Quotient Wealth Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quotient Wealth Partners held 5,628 shares of Morgan Stanley worth $1.18M as of Q2 2026.
  • Quotient Wealth Partners bought 280 Morgan Stanley shares in Q2 2026, an estimated $55.4K.
  • Morgan Stanley made up 0.03% of Quotient Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Quotient Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.