SSWM
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Smith Salley Wealth Management’s Morgan Stanley MS Stock Holding History

Smith Salley 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 		$6.45M Buy
30,845
+1,300
+4% +$257K 0.28% 70
2026
Q1 		$4.86M Buy
29,545
+1,707
+6% +$296K 0.24% 75
2025
Q4 		$4.94M Buy
27,838
+2,093
+8% +$349K 0.24% 72
2025
Q3 		$4.09M Buy
25,745
+4,375
+20% +$646K 0.21% 76
2025
Q2 		$3.01M Sell
21,370
-306
-1% -$37.6K 0.17% 85
2025
Q1 		$2.53M Buy
21,676
+737
+4% +$95K 0.17% 93
2024
Q4 		$2.63M Buy
20,939
+239
+1% +$29.4K 0.17% 87
2024
Q3 		$2.16M Buy
20,700
+4,493
+28% +$452K 0.14% 103
2024
Q2 		$1.58M Buy
16,207
+378
+2% +$36K 0.11% 107
2024
Q1 		$1.49M Sell
15,829
-655
-4% -$57.7K 0.12% 108
2023
Q4 		$1.54M Buy
16,484
+4,573
+38% +$366K 0.1% 121
2023
Q3 		$973K Buy
+11,911
New +$1.03M 0.07% 129

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

Smith Salley Wealth Management's MS Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Morgan Stanley (MS) stake by 4.4% in Q2 2026, buying an estimated $257K and bringing the position to 30,845 shares worth $6.45M. The position accounts for 0.28% of the portfolio, ranked #70.

Smith Salley Wealth Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Smith Salley Wealth Management held 30,845 shares of Morgan Stanley worth $6.45M as of Q2 2026.
  • Smith Salley Wealth Management bought 1,300 Morgan Stanley shares in Q2 2026, an estimated $257K.
  • Morgan Stanley made up 0.28% of Smith Salley Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Smith Salley Wealth Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.