Wealth Effects’s Morgan Stanley MS Stock Holding History

Wealth Effects’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	$1.15M	Buy	5,500 +500	+10%	+$99K	0.31%	67
2026 Q1	$823K	Sell	5,000 -75	-1%	-$13K	0.29%	73
2025 Q4	$901K	Hold	5,075	–	–	0.28%	62
2025 Q3	$807K	Hold	5,075	–	–	0.26%	69
2025 Q2	$715K	Sell	5,075 -100	-2%	-$12.3K	0.27%	74
2025 Q1	$604K	Sell	5,175 -500	-9%	-$64.4K	0.25%	78
2024 Q4	$713K	Sell	5,675 -25	-0.4%	-$3.08K	0.25%	74
2024 Q3	$594K	Hold	5,700	–	–	0.21%	94
2024 Q2	$554K	Sell	5,700 -56	-1%	-$5.33K	0.2%	94
2024 Q1	$542K	Hold	5,756	–	–	0.2%	101
2023 Q4	$537K	Buy	5,756 +51	+0.9%	+$4.08K	0.2%	104
2023 Q3	$466K	Buy	5,705 +1	+0%	+$87	0.23%	99
2023 Q2	$487K	Hold	5,704	–	–	0.21%	97
2023 Q1	$501K	Sell	5,704 -100	-2%	-$9.33K	0.26%	88
2022 Q4	$493K	Sell	5,804 -7,499	-56%	-$639K	0.28%	83
2022 Q3	$1.05M	Sell	13,303 -14	-0.1%	-$1.18K	0.64%	38
2022 Q2	$1.01M	Buy	13,317 +190	+1%	+$15.6K	0.61%	45
2022 Q1	$1.15M	Hold	13,127	–	–	0.54%	45
2021 Q4	$1.29M	Buy	+13,127	New	+$1.31M	0.54%	43

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

Wealth Effects's MS Position: Q2 2026 in Review

Wealth Effects increased its Morgan Stanley (MS) stake by 10% in Q2 2026, buying an estimated $99K and bringing the position to 5,500 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #67.

Wealth Effects first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Wealth Effects held 5,500 shares of Morgan Stanley worth $1.15M as of Q2 2026.
Wealth Effects bought 500 Morgan Stanley shares in Q2 2026, an estimated $99K.
Morgan Stanley made up 0.31% of Wealth Effects's portfolio in Q2 2026, its #67 holding.
Wealth Effects first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's Morgan Stanley position peaked at $1.29M in Q4 2021.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.