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Sound View Wealth Advisors Group’s Morgan Stanley MS Stock Holding History

Sound View Wealth Advisors Group’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 		$1.2M Sell
5,750
-37
-0.6% -$7.33K 0.07% 176
2026
Q1 		$952K Sell
5,787
-180
-3% -$31.2K 0.06% 195
2025
Q4 		$1.06M Buy
5,967
+169
+3% +$28.2K 0.07% 185
2025
Q3 		$922K Hold
5,798
– – 0.06% 199
2025
Q2 		$817K Sell
5,798
-565
-9% -$69.4K 0.06% 211
2025
Q1 		$742K Buy
6,363
+674
+12% +$86.8K 0.06% 212
2024
Q4 		$715K Sell
5,689
-20
-0.4% -$2.46K 0.06% 220
2024
Q3 		$595K Buy
5,709
+1,211
+27% +$122K 0.05% 238
2024
Q2 		$437K Buy
4,498
+208
+5% +$19.8K 0.05% 251
2024
Q1 		$404K Sell
4,290
-80
-2% -$7.04K 0.04% 262
2023
Q4 		$408K Buy
4,370
+716
+20% +$57.3K 0.05% 264
2023
Q3 		$298K Buy
3,654
+534
+17% +$46.4K 0.04% 287
2023
Q2 		$266K Buy
3,120
+503
+19% +$43K 0.03% 304
2023
Q1 		$230K Sell
2,617
-1,753
-40% -$164K 0.03% 327
2022
Q4 		$408K Buy
+4,370
New +$372K 0.05% 264

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

Sound View Wealth Advisors Group's MS Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Morgan Stanley (MS) stake by 0.64% in Q2 2026, selling an estimated $7.33K and leaving 5,750 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #176.

Sound View Wealth Advisors Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sound View Wealth Advisors Group held 5,750 shares of Morgan Stanley worth $1.2M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 37 Morgan Stanley shares in Q2 2026, an estimated $7.33K.
  • Morgan Stanley made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #176 holding.
  • Sound View Wealth Advisors Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.