SWM
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Silverlake Wealth Management’s Morgan Stanley MS Stock Holding History

Silverlake 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 		$325K Sell
1,556
-270
-15% -$53.5K 0.06% 283
2026
Q1 		$301K Sell
1,826
-144
-7% -$24.9K 0.06% 286
2025
Q4 		$350K Sell
1,970
-123
-6% -$20.5K 0.08% 245
2025
Q3 		$333K Hold
2,093
– – 0.08% 240
2025
Q2 		$295K Hold
2,093
– – 0.09% 242
2025
Q1 		$244K Buy
2,093
+66
+3% +$8.5K 0.09% 220
2024
Q4 		$255K Hold
2,027
– – 0.1% 220
2024
Q3 		$211K Buy
+2,027
New +$204K 0.08% 250
2022
Q2 		– Sell
-2,577
Closed -$225K – 222
2022
Q1 		$225K Sell
2,577
-550
-18% -$53.1K 0.13% 189
2021
Q4 		$307K Buy
+3,127
New +$311K 0.17% 147

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

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

Silverlake Wealth Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $53.5K and leaving 1,556 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #283.

Silverlake Wealth Management first reported a position in MS in Q4 2021 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Silverlake Wealth Management held 1,556 shares of Morgan Stanley worth $325K as of Q2 2026.
  • Silverlake Wealth Management sold 270 Morgan Stanley shares in Q2 2026, an estimated $53.5K.
  • Morgan Stanley made up 0.06% of Silverlake Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Silverlake Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 10 quarters since.
  • Silverlake Wealth Management's Morgan Stanley position peaked at $350K in Q4 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.