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RWA Wealth Partners’s Morgan Stanley MS Stock Holding History

RWA 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 		$2.79M Buy
13,368
+781
+6% +$155K 0.03% 230
2026
Q1 		$2.07M Buy
12,587
+1,086
+9% +$188K 0.02% 254
2025
Q4 		$2.04M Buy
11,501
+1,596
+16% +$266K 0.02% 257
2025
Q3 		$1.57M Sell
9,905
-514
-5% -$75.9K 0.02% 293
2025
Q2 		$1.47M Buy
10,419
+3,100
+42% +$381K 0.02% 280
2025
Q1 		$854K Sell
7,319
-386
-5% -$49.7K 0.01% 347
2024
Q4 		$969K Buy
7,705
+2,272
+42% +$280K 0.01% 330
2024
Q3 		$566K Buy
5,433
+274
+5% +$27.6K 0.01% 393
2024
Q2 		$501K Buy
5,159
+2,106
+69% +$200K 0.01% 392
2024
Q1 		$287K Sell
3,053
-370
-11% -$32.6K ﹤0.01% 464
2023
Q4 		$319K Buy
+3,423
New +$274K ﹤0.01% 431
2020
Q1 		– Sell
-6,966
Closed -$356K – 235
2019
Q4 		$356K Hold
6,966
– – 0.04% 187
2019
Q3 		$297K Hold
6,966
– – 0.03% 195
2019
Q2 		$305K Sell
6,966
-320
-4% -$14.3K 0.03% 185
2019
Q1 		$307K Hold
7,286
– – 0.04% 184
2018
Q4 		$289K Sell
7,286
-343
-4% -$15K 0.04% 179
2018
Q3 		$355K Hold
7,629
– – 0.04% 173
2018
Q2 		$362K Buy
7,629
+320
+4% +$16.7K 0.04% 178
2018
Q1 		$394K Hold
7,309
– – 0.05% 146
2017
Q4 		$384K Buy
7,309
+43
+0.6% +$2.17K 0.04% 176
2017
Q3 		$350K Buy
+7,266
New +$337K 0.04% 178

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

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

RWA Wealth Partners increased its Morgan Stanley (MS) stake by 6.2% in Q2 2026, buying an estimated $155K and bringing the position to 13,368 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #230.

RWA Wealth Partners first reported a position in MS in Q3 2017 and has held it in 21 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RWA Wealth Partners held 13,368 shares of Morgan Stanley worth $2.79M as of Q2 2026.
  • RWA Wealth Partners bought 781 Morgan Stanley shares in Q2 2026, an estimated $155K.
  • Morgan Stanley made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • RWA Wealth Partners first reported a position in Morgan Stanley in Q3 2017 and has held it in 21 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.