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Wallace Advisory Group’s Morgan Stanley MS Stock Holding History

Wallace Advisory Group’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 		$286K Sell
1,369
-248
-15% -$49.1K 0.27% 99
2026
Q1 		$266K Sell
1,617
-196
-11% -$33.9K 0.28% 94
2025
Q4 		$322K Sell
1,813
-1,059
-37% -$177K 0.34% 82
2025
Q3 		$405K Sell
2,872
-521
-15% -$76.9K 0.33% 94
2025
Q2 		$396K Buy
3,393
+40
+1% +$4.91K 0.29% 108
2025
Q1 		$422K Buy
3,353
+27
+0.8% +$3.48K 0.29% 103
2024
Q4 		$347K Buy
3,326
+485
+17% +$59.7K 0.24% 117
2024
Q3 		$276K Sell
2,841
-88
-3% -$8.86K 0.2% 137
2024
Q2 		$285K Sell
2,929
-189
-6% -$18K 0.2% 135
2024
Q1 		$291K Buy
3,118
+179
+6% +$15.8K 0.22% 124
2023
Q4 		$240K Sell
2,939
-383
-12% -$30.6K 0.19% 133
2023
Q3 		$284K Buy
3,322
+46
+1% +$3.99K 0.2% 122
2023
Q2 		$288K Hold
3,276
– – 0.22% 119
2023
Q1 		$288K Sell
3,276
-83
-2% -$7.75K 0.22% 119
2022
Q4 		$286K Buy
+3,359
New +$286K 0.23% 116

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

Wallace Advisory Group's MS Position: Q2 2026 in Review

Wallace Advisory Group reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $49.1K and leaving 1,369 shares worth $286K. The position accounts for 0.27% of the portfolio, ranked #99.

Wallace Advisory Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $422K in Q1 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wallace Advisory Group held 1,369 shares of Morgan Stanley worth $286K as of Q2 2026.
  • Wallace Advisory Group sold 248 Morgan Stanley shares in Q2 2026, an estimated $49.1K.
  • Morgan Stanley made up 0.27% of Wallace Advisory Group's portfolio in Q2 2026, its #99 holding.
  • Wallace Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Morgan Stanley position peaked at $422K in Q1 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.