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Surience Private Wealth’s Morgan Stanley MS Stock Holding History

Surience Private Wealth’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 		$3M Buy
+14,355
New +$2.84M 2.64% 16
2025
Q1 		– Sell
-35,362
Closed -$4.45M – 31
2024
Q4 		$4.45M Buy
+35,362
New +$4.36M 5.74% 7
2024
Q3 		– Sell
-38,161
Closed -$3.71M – 33
2024
Q2 		$3.71M Buy
+38,161
New +$3.63M 4.77% 13

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Surience Private Wealth's MS Position: Q2 2026 in Review

Surience Private Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 14,355 shares worth $3M. The stake represents 2.64% of the portfolio and ranks #16 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in MS as recently as Q4 2024.

Surience Private Wealth first reported a position in MS in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.45M in Q4 2024. 1,605 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Surience Private Wealth held 14,355 shares of Morgan Stanley worth $3M as of Q2 2026.
  • Morgan Stanley was a new Surience Private Wealth position in Q2 2026.
  • Morgan Stanley made up 2.64% of Surience Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Surience Private Wealth first reported a position in Morgan Stanley in Q2 2024 and has held it in 3 quarters since.
  • Surience Private Wealth's Morgan Stanley position peaked at $4.45M in Q4 2024.
  • 1,605 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.