WealthShield Partners’s Morgan Stanley MS Stock Holding History

WealthShield Partners’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	$431K	Sell	2,061 -701	-25%	-$139K	0.07%	169
2026 Q1	$455K	Sell	2,762 -6	-0.2%	-$1.04K	0.05%	248
2025 Q4	$491K	Buy	2,768 +623	+29%	+$104K	0.05%	246
2025 Q3	$341K	Sell	2,145 -1	-0%	-$148	0.04%	269
2025 Q2	$302K	Sell	2,146 -13	-0.6%	-$1.6K	0.04%	277
2025 Q1	$252K	Buy	+2,159	New	+$278K	0.03%	290
2022 Q1	–	Sell	-2,266	Closed	-$222K	–	360
2021 Q4	$222K	Buy	+2,266	New	+$226K	0.04%	263
2021 Q2	–	Sell	-1,684	Closed	-$130K	–	1002
2021 Q1	$130K	Buy	+1,684	New	+$129K	0.02%	307

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

WealthShield Partners's MS Position: Q2 2026 in Review

WealthShield Partners reduced its Morgan Stanley (MS) stake by 25% in Q2 2026, selling an estimated $139K and leaving 2,061 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #169.

WealthShield Partners first reported a position in MS in Q1 2021 and has held it in 8 quarters since. The position peaked at $491K in Q4 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

WealthShield Partners held 2,061 shares of Morgan Stanley worth $431K as of Q2 2026.
WealthShield Partners sold 701 Morgan Stanley shares in Q2 2026, an estimated $139K.
Morgan Stanley made up 0.07% of WealthShield Partners's portfolio in Q2 2026, its #169 holding.
WealthShield Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 8 quarters since.
WealthShield Partners's Morgan Stanley position peaked at $491K in Q4 2025.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.