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Wealth Dimensions Group’s Morgan Stanley MS Stock Holding History

Wealth Dimensions 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 		$480K Buy
2,297
+44
+2% +$8.71K 0.09% 110
2026
Q1 		$371K Buy
2,253
+68
+3% +$11.8K 0.07% 123
2025
Q4 		$388K Sell
2,185
-19
-0.9% -$3.17K 0.08% 118
2025
Q3 		$350K Buy
2,204
+1
+0% +$148 0.07% 124
2025
Q2 		$310K Hold
2,203
– – 0.07% 127
2025
Q1 		$257K Sell
2,203
-68
-3% -$8.76K 0.06% 138
2024
Q4 		$285K Buy
+2,271
New +$280K 0.07% 123

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

Wealth Dimensions Group's MS Position: Q2 2026 in Review

Wealth Dimensions Group increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $8.71K and bringing the position to 2,297 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #110.

Wealth Dimensions Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wealth Dimensions Group held 2,297 shares of Morgan Stanley worth $480K as of Q2 2026.
  • Wealth Dimensions Group bought 44 Morgan Stanley shares in Q2 2026, an estimated $8.71K.
  • Morgan Stanley made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #110 holding.
  • Wealth Dimensions Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.