Tempo Wealth’s Morgan Stanley MS Stock Holding History

Tempo 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	$412K	Buy	1,973 +96	+5%	+$19K	0.06%	166
2026 Q1	$309K	Buy	1,877 +66	+4%	+$11.4K	0.05%	180
2025 Q4	$322K	Buy	+1,811	New	+$302K	0.06%	172

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tempo Wealth's MS Position: Q2 2026 in Review

Tempo Wealth increased its Morgan Stanley (MS) stake by 5.1% in Q2 2026, buying an estimated $19K and bringing the position to 1,973 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #166.

Tempo Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Tempo Wealth held 1,973 shares of Morgan Stanley worth $412K as of Q2 2026.
Tempo Wealth bought 96 Morgan Stanley shares in Q2 2026, an estimated $19K.
Morgan Stanley made up 0.06% of Tempo Wealth's portfolio in Q2 2026, its #166 holding.
Tempo Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.