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Wealth Management Associates’s Morgan Stanley MS Stock Holding History

Wealth Management Associates’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 		$401K Hold
1,918
– – 0.11% 157
2026
Q1 		$316K Buy
1,918
+1
+0.1% +$173 0.11% 172
2025
Q4 		$340K Hold
1,917
– – 0.12% 157
2025
Q3 		$305K Buy
1,917
+22
+1% +$3.25K 0.11% 167
2025
Q2 		$267K Buy
1,895
+1
+0.1% +$123 0.1% 180
2025
Q1 		$221K Hold
1,894
– – 0.09% 193
2024
Q4 		$238K Buy
+1,894
New +$233K 0.1% 180
2024
Q1 		– Sell
-2,172
Closed -$203K – 214
2023
Q4 		$203K Buy
+2,172
New +$174K 0.11% 188

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 Management Associates's MS Position: Q2 2026 in Review

Wealth Management Associates held its Morgan Stanley (MS) position steady in Q2 2026 at 1,918 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #157.

Wealth Management Associates first reported a position in MS in Q4 2023 and has held it in 8 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wealth Management Associates held 1,918 shares of Morgan Stanley worth $401K as of Q2 2026.
  • Wealth Management Associates left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.11% of Wealth Management Associates's portfolio in Q2 2026, its #157 holding.
  • Wealth Management Associates first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.