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Simplicity Wealth’s Morgan Stanley MS Stock Holding History

Simplicity 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 		$1.31M Buy
6,263
+817
+15% +$162K 0.04% 363
2026
Q1 		$896K Buy
5,446
+1,038
+24% +$180K 0.05% 315
2025
Q4 		$783K Buy
4,408
+136
+3% +$22.7K 0.05% 329
2025
Q3 		$679K Sell
4,272
-3,080
-42% -$455K 0.04% 380
2025
Q2 		$1.04M Buy
7,352
+5,612
+323% +$689K 0.04% 326
2025
Q1 		$203K Buy
+1,740
New +$224K 0.02% 527
2024
Q3 		– Sell
-24,414
Closed -$2.37M – 937
2024
Q2 		$2.37M Buy
24,414
+941
+4% +$89.6K 0.05% 326
2024
Q1 		$2.21M Buy
+23,473
New +$2.07M 0.05% 333

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

Simplicity Wealth's MS Position: Q2 2026 in Review

Simplicity Wealth increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 6,263 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #363.

Simplicity Wealth first reported a position in MS in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q2 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Simplicity Wealth held 6,263 shares of Morgan Stanley worth $1.31M as of Q2 2026.
  • Simplicity Wealth bought 817 Morgan Stanley shares in Q2 2026, an estimated $162K.
  • Morgan Stanley made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #363 holding.
  • Simplicity Wealth first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Morgan Stanley position peaked at $2.37M in Q2 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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