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Spartan Wealth Advisory Services LLC’s Morgan Stanley MS Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.58M Sell
21,928
-383
-2% -$75.8K 0.38% 68
2026
Q1 		$3.67M Buy
+22,311
New +$3.86M 0.32% 74

Other funds holding MS

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BlackRock
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Vanguard Capital Management
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MS Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $75.8K and leaving 21,928 shares worth $4.58M. The position accounts for 0.38% of the portfolio, ranked #68.

Spartan Wealth Advisory Services LLC first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 21,928 shares of Morgan Stanley worth $4.58M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 383 Morgan Stanley shares in Q2 2026, an estimated $75.8K.
  • Morgan Stanley made up 0.38% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #68 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.