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Strait & Sound Wealth Management’s Morgan Stanley MS Stock Holding History

Strait & Sound 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 		$1.89M Sell
9,035
-202
-2% -$40K 0.66% 40
2026
Q1 		$1.52M Buy
9,237
+96
+1% +$16.6K 0.57% 45
2025
Q4 		$1.62M Buy
9,141
+249
+3% +$41.5K 0.6% 43
2025
Q3 		$1.41M Buy
8,892
+13
+0.1% +$1.92K 0.54% 46
2025
Q2 		$1.25M Buy
8,879
+132
+2% +$16.2K 0.53% 45
2025
Q1 		$1.02M Buy
8,747
+2,945
+51% +$379K 0.47% 49
2024
Q4 		$729K Buy
5,802
+192
+3% +$23.6K 0.34% 57
2024
Q3 		$585K Buy
5,610
+1,009
+22% +$102K 0.28% 63
2024
Q2 		$447K Buy
4,601
+1,624
+55% +$155K 0.23% 73
2024
Q1 		$259K Sell
2,977
-67
-2% -$5.9K 0.14% 111
2023
Q4 		$257K Sell
3,044
-125
-4% -$10K 0.16% 107
2023
Q3 		$259K Buy
3,169
+40
+1% +$3.47K 0.22% 107
2023
Q2 		$267K Sell
3,129
-228
-7% -$19.5K 0.26% 85
2023
Q1 		$295K Buy
3,357
+159
+5% +$14.8K 0.29% 80
2022
Q4 		$310K Buy
+3,198
New +$273K 0.34% 74

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 $3.38T AUM 44.17% 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

Strait & Sound Wealth Management's MS Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2026, selling an estimated $40K and leaving 9,035 shares worth $1.89M. The position accounts for 0.66% of the portfolio, ranked #40.

Strait & Sound Wealth Management first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strait & Sound Wealth Management held 9,035 shares of Morgan Stanley worth $1.89M as of Q2 2026.
  • Strait & Sound Wealth Management sold 202 Morgan Stanley shares in Q2 2026, an estimated $40K.
  • Morgan Stanley made up 0.66% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Strait & Sound Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.