WBI Investments’s Morgan Stanley MS Stock Holding History

WBI Investments’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	$816K	Buy	+3,905	New	+$773K	0.2%	132
2026 Q1	–	Sell	-3,467	Closed	-$616K	–	364
2025 Q4	$616K	Buy	+3,467	New	+$578K	0.16%	177
2021 Q1	–	Sell	-3,315	Closed	-$227K	–	217
2020 Q4	$227K	Buy	+3,315	New	+$190K	0.03%	164
2020 Q1	–	Sell	-22,826	Closed	-$1.17M	–	164
2019 Q4	$1.17M	Buy	+22,826	New	+$1.08M	0.12%	122
2017 Q4	–	Sell	-68,250	Closed	-$3.29M	–	345
2017 Q3	$3.29M	Sell	68,250 -2,036	-3%	-$94.4K	0.14%	99
2017 Q2	$3.13M	Buy	+70,286	New	+$3.03M	0.14%	118
2017 Q1	–	Sell	-13,715	Closed	-$579K	–	338
2016 Q4	$579K	Sell	13,715 -48,694	-78%	-$1.84M	0.02%	238
2016 Q3	$2M	Buy	+62,409	New	+$1.86M	0.08%	163

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

WBI Investments's MS Position: Q2 2026 in Review

WBI Investments opened a new position in Morgan Stanley (MS) in Q2 2026: 3,905 shares worth $816K. The stake represents 0.2% of the portfolio and ranks #132 among its holdings. This is a return to the name: WBI Investments previously reported a position in MS as recently as Q4 2025.

WBI Investments first reported a position in MS in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.29M in Q3 2017. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

WBI Investments held 3,905 shares of Morgan Stanley worth $816K as of Q2 2026.
Morgan Stanley was a new WBI Investments position in Q2 2026.
Morgan Stanley made up 0.2% of WBI Investments's portfolio in Q2 2026, its #132 holding.
WBI Investments first reported a position in Morgan Stanley in Q3 2016 and has held it in 8 quarters since.
WBI Investments's Morgan Stanley position peaked at $3.29M in Q3 2017.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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