SWRP
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Summit Wealth & Retirement Planning’s Morgan Stanley MS Stock Holding History

Summit Wealth & Retirement Planning’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 		$612K Sell
2,930
-425
-13% -$84.2K 0.13% 61
2026
Q1 		$552K Buy
3,355
+533
+19% +$92.3K 0.13% 58
2025
Q4 		$501K Buy
2,822
+22
+0.8% +$3.67K 0.12% 59
2025
Q3 		$445K Hold
2,800
– – 0.11% 62
2025
Q2 		$394K Buy
+2,800
New +$344K 0.11% 66

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 & Retirement Planning's MS Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $84.2K and leaving 2,930 shares worth $612K. The position accounts for 0.13% of the portfolio, ranked #61.

Summit Wealth & Retirement Planning first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,930 shares of Morgan Stanley worth $612K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 425 Morgan Stanley shares in Q2 2026, an estimated $84.2K.
  • Morgan Stanley made up 0.13% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #61 holding.
  • Summit Wealth & Retirement Planning first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.