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ViaWealth’s Morgan Stanley MS Stock Holding History

ViaWealth’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 		$625K Sell
2,988
-40
-1% -$7.92K 0.31% 97
2026
Q1 		$498K Sell
3,028
-50
-2% -$8.66K 0.28% 103
2025
Q4 		$546K Sell
3,078
-209
-6% -$34.9K 0.31% 90
2025
Q3 		$522K Buy
3,287
+46
+1% +$6.79K 0.29% 97
2025
Q2 		$457K Buy
+3,241
New +$398K 0.27% 103
2024
Q3 		– Sell
-2,980
Closed -$290K – 157
2024
Q2 		$290K Buy
2,980
+12
+0.4% +$1.14K 0.18% 132
2024
Q1 		$279K Sell
2,968
-402
-12% -$35.4K 0.17% 134
2023
Q4 		$314K Sell
3,370
-1,178
-26% -$94.2K 0.22% 125
2023
Q3 		$371K Sell
4,548
-257
-5% -$22.3K 0.27% 119
2023
Q2 		$410K Sell
4,805
-888
-16% -$75.9K 0.31% 108
2023
Q1 		$500K Sell
5,693
-1,235
-18% -$115K 0.4% 89
2022
Q4 		$607K Buy
+6,928
New +$590K 0.5% 71

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

ViaWealth's MS Position: Q2 2026 in Review

ViaWealth reduced its Morgan Stanley (MS) stake by 1.3% in Q2 2026, selling an estimated $7.92K and leaving 2,988 shares worth $625K. The position accounts for 0.31% of the portfolio, ranked #97.

ViaWealth first reported a position in MS in Q4 2022 and has held it in 12 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • ViaWealth held 2,988 shares of Morgan Stanley worth $625K as of Q2 2026.
  • ViaWealth sold 40 Morgan Stanley shares in Q2 2026, an estimated $7.92K.
  • Morgan Stanley made up 0.31% of ViaWealth's portfolio in Q2 2026, its #97 holding.
  • ViaWealth first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.