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Sagespring Wealth Partners’s Morgan Stanley MS Stock Holding History

Sagespring 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 		$4.86M Buy
23,231
+851
+4% +$169K 0.07% 132
2026
Q1 		$3.68M Buy
22,380
+886
+4% +$153K 0.07% 139
2025
Q4 		$3.82M Buy
21,494
+1,569
+8% +$262K 0.07% 135
2025
Q3 		$3.17M Buy
19,925
+414
+2% +$61.1K 0.06% 145
2025
Q2 		$2.75M Buy
19,511
+3,502
+22% +$430K 0.06% 147
2025
Q1 		$1.87M Buy
16,009
+2,964
+23% +$382K 0.05% 163
2024
Q4 		$1.64M Buy
+13,045
New +$1.61M 0.04% 161

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

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

Sagespring Wealth Partners increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $169K and bringing the position to 23,231 shares worth $4.86M. The position accounts for 0.07% of the portfolio, ranked #132.

Sagespring Wealth Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sagespring Wealth Partners held 23,231 shares of Morgan Stanley worth $4.86M as of Q2 2026.
  • Sagespring Wealth Partners bought 851 Morgan Stanley shares in Q2 2026, an estimated $169K.
  • Morgan Stanley made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Sagespring Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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