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Summit Wealth Group (Colorado)’s Morgan Stanley MS Stock Holding History

Summit Wealth Group (Colorado)’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 		$480K Buy
2,295
+775
+51% +$153K 0.04% 223
2026
Q1 		$250K Buy
+1,520
New +$263K 0.03% 287

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

Summit Wealth Group (Colorado)'s MS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Morgan Stanley (MS) stake by 51% in Q2 2026, buying an estimated $153K and bringing the position to 2,295 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #223.

Summit Wealth Group (Colorado) first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,295 shares of Morgan Stanley worth $480K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 775 Morgan Stanley shares in Q2 2026, an estimated $153K.
  • Morgan Stanley made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #223 holding.
  • Summit Wealth Group (Colorado) first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.