Signet Private Wealth’s Morgan Stanley MS Stock Holding History

Signet Private Wealth’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	$938K	Hold	4,488	–	–	0.75%	36
2026 Q1	$739K	Hold	4,488	–	–	0.71%	39
2025 Q4	$797K	Buy	+4,488	New	+$749K	0.76%	28

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Signet Private Wealth's MS Position: Q2 2026 in Review

Signet Private Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 4,488 shares worth $938K. The position accounts for 0.75% of the portfolio, ranked #36.

Signet Private Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Signet Private Wealth held 4,488 shares of Morgan Stanley worth $938K as of Q2 2026.
Signet Private Wealth left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.75% of Signet Private Wealth's portfolio in Q2 2026, its #36 holding.
Signet Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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