Schrum Private Wealth Management’s Morgan Stanley MS Stock Holding History

Schrum Private 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	–	Sell	-1,672	Closed	-$275K	–	124
2026 Q1	$275K	Buy	1,672 +4	+0.2%	+$693	0.21%	109
2025 Q4	$296K	Buy	1,668 +3	+0.2%	+$500	0.22%	104
2025 Q3	$265K	Sell	1,665 -20	-1%	-$2.95K	0.19%	108
2025 Q2	$237K	Buy	+1,685	New	+$207K	0.19%	112
2025 Q1	–	Sell	-1,677	Closed	-$211K	–	129
2024 Q4	$211K	Sell	1,677 -1,669	-50%	-$206K	0.18%	118
2024 Q3	$349K	Buy	+3,346	New	+$337K	0.18%	116

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schrum Private Wealth Management's MS Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,672 shares — an estimated $275K sold.

Schrum Private Wealth Management first reported a position in MS in Q3 2024 and held it in 6 quarters. The position peaked at $349K in Q3 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Schrum Private Wealth Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,672 Morgan Stanley shares in Q2 2026, an estimated $275K.
Schrum Private Wealth Management first reported a position in Morgan Stanley in Q3 2024 and held it in 6 quarters.
Schrum Private Wealth Management's Morgan Stanley position peaked at $349K in Q3 2024.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.