Strategic Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.47M | Buy |
11,803
+6,113
| +107% | +$1.21M | 0.15% | 97 |
|
|
2026
Q1 | $936K | Buy |
5,690
+456
| +9% | +$78.9K | 0.06% | 154 |
|
|
2025
Q4 | $929K | Buy |
5,234
+222
| +4% | +$37K | 0.06% | 155 |
|
|
2025
Q3 | $797K | Sell |
5,012
-147
| -3% | -$21.7K | 0.06% | 176 |
|
|
2025
Q2 | $727K | Buy |
+5,159
| New | +$634K | 0.06% | 176 |
|
|
2024
Q4 | $709K | Sell |
5,184
-720
| -12% | -$88.7K | 0.06% | 172 |
|
|
2024
Q3 | $615K | Buy |
5,904
+289
| +5% | +$29.1K | 0.06% | 182 |
|
|
2024
Q2 | $546K | Sell |
5,615
-504
| -8% | -$48K | 0.06% | 189 |
|
|
2024
Q1 | $576K | Buy |
6,119
+1,028
| +20% | +$90.5K | 0.06% | 182 |
|
|
2023
Q4 | $475K | Sell |
5,091
-415
| -8% | -$33.2K | 0.06% | 191 |
|
|
2023
Q3 | $450K | Buy |
5,506
+244
| +5% | +$21.2K | 0.06% | 211 |
|
|
2023
Q2 | $449K | Buy |
5,262
+170
| +3% | +$14.5K | 0.06% | 214 |
|
|
2023
Q1 | $447K | Sell |
5,092
-1,140
| -18% | -$106K | 0.07% | 185 |
|
|
2022
Q4 | $530K | Buy |
6,232
+1,014
| +19% | +$86.4K | 0.1% | 167 |
|
|
2022
Q3 | $412K | Buy |
5,218
+710
| +16% | +$59.8K | 0.09% | 191 |
|
|
2022
Q2 | $343K | Sell |
4,508
-510
| -10% | -$41.8K | 0.07% | 184 |
|
|
2022
Q1 | $439K | Buy |
5,018
+350
| +7% | +$33.8K | 0.09% | 186 |
|
|
2021
Q4 | $458K | Buy |
4,668
+319
| +7% | +$31.8K | 0.09% | 202 |
|
|
2021
Q3 | $423K | Buy |
4,349
+1,689
| +63% | +$167K | 0.12% | 182 |
|
|
2021
Q2 | $244K | Hold |
2,660
| – | – | 0.08% | 204 |
|
|
2021
Q1 | $207K | Sell |
2,660
-300
| -10% | -$23K | 0.08% | 181 |
|
|
2020
Q4 | $203K | Buy |
+2,960
| New | +$170K | 0.09% | 173 |
|
|
2020
Q2 | – | Sell |
-4,841
| Closed | -$248K | – | 157 |
|
|
2020
Q1 | $248K | Hold |
4,841
| – | – | 0.13% | 123 |
|
|
2019
Q4 | $247K | Sell |
4,841
-5,036
| -51% | -$238K | 0.13% | 123 |
|
|
2019
Q3 | $214K | Sell |
9,877
-13,551
| -58% | -$579K | 1.1% | 21 |
|
|
2019
Q2 | $1.03M | Buy |
23,428
+2,250
| +11% | +$100K | 0.5% | 57 |
|
|
2019
Q1 | $919K | Buy |
21,178
+4,578
| +28% | +$193K | 0.42% | 74 |
|
|
2018
Q4 | $705K | Buy |
+16,600
| New | +$724K | 0.36% | 79 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$2K | – | 677 |
|
|
2018
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 704 |
|
|
2018
Q1 | $3K | Buy |
+51
| New | +$2.82K | ﹤0.01% | 691 |
|
Other funds holding MS
Strategic Wealth Partners's MS Position: Q2 2026 in Review
Strategic Wealth Partners increased its Morgan Stanley (MS) stake by 107% in Q2 2026, buying an estimated $1.21M and bringing the position to 11,803 shares worth $2.47M. The position accounts for 0.15% of the portfolio, ranked #97.
Strategic Wealth Partners first reported a position in MS in Q1 2018 and has held it in 30 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Strategic Wealth Partners held 11,803 shares of Morgan Stanley worth $2.47M as of Q2 2026.
- Strategic Wealth Partners bought 6,113 Morgan Stanley shares in Q2 2026, an estimated $1.21M.
- Morgan Stanley made up 0.15% of Strategic Wealth Partners's portfolio in Q2 2026, its #97 holding.
- Strategic Wealth Partners first reported a position in Morgan Stanley in Q1 2018 and has held it in 30 quarters since.
- 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.