SWM
MS icon

SHP Wealth Management’s Morgan Stanley MS Stock Holding History

SHP 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 		$3.77M Buy
18,053
+32
+0.2% +$6.34K 0.26% 30
2026
Q1 		$2.97M Sell
18,021
-316
-2% -$54.7K 0.22% 32
2025
Q4 		$3.26M Buy
+18,337
New +$3.06M 0.25% 31

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 $3.38T AUM 44.17% 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

SHP Wealth Management's MS Position: Q2 2026 in Review

SHP Wealth Management increased its Morgan Stanley (MS) stake by 0.18% in Q2 2026, buying an estimated $6.34K and bringing the position to 18,053 shares worth $3.77M. The position accounts for 0.26% of the portfolio, ranked #30.

SHP Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,744 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SHP Wealth Management held 18,053 shares of Morgan Stanley worth $3.77M as of Q2 2026.
  • SHP Wealth Management bought 32 Morgan Stanley shares in Q2 2026, an estimated $6.34K.
  • Morgan Stanley made up 0.26% of SHP Wealth Management's portfolio in Q2 2026, its #30 holding.
  • SHP Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,744 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.