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Watershed Private Wealth’s Morgan Stanley MS Stock Holding History

Watershed 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 		$270K Buy
+1,289
New +$255K 0.08% 111
2026
Q1 		– Sell
-1,213
Closed -$215K – 119
2025
Q4 		$215K Buy
+1,213
New +$202K 0.06% 113

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

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

Watershed Private Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 1,289 shares worth $270K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Watershed Private Wealth previously reported a position in MS as recently as Q4 2025.

Watershed Private Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,717 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Watershed Private Wealth held 1,289 shares of Morgan Stanley worth $270K as of Q2 2026.
  • Morgan Stanley was a new Watershed Private Wealth position in Q2 2026.
  • Morgan Stanley made up 0.08% of Watershed Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Watershed Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,717 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.