Wedbush Securities’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.16M | Sell |
10,343
-616
| -6% | -$122K | 0.06% | 271 |
|
|
2026
Q1 | $1.8M | Buy |
10,959
+1,382
| +14% | +$239K | 0.05% | 288 |
|
|
2025
Q4 | $1.7M | Buy |
9,577
+294
| +3% | +$49K | 0.05% | 301 |
|
|
2025
Q3 | $1.48M | Sell |
9,283
-202
| -2% | -$29.8K | 0.05% | 307 |
|
|
2025
Q2 | $1.34M | Buy |
9,485
+1,010
| +12% | +$124K | 0.05% | 328 |
|
|
2025
Q1 | $989K | Buy |
8,475
+1,872
| +28% | +$241K | 0.04% | 391 |
|
|
2024
Q4 | $830K | Buy |
6,603
+3,263
| +98% | +$402K | 0.03% | 435 |
|
|
2024
Q3 | $348K | Sell |
3,340
-8,057
| -71% | -$811K | 0.01% | 752 |
|
|
2024
Q2 | $1.11M | Sell |
11,397
-11,380
| -50% | -$1.08M | 0.04% | 346 |
|
|
2024
Q1 | $2.15M | Buy |
22,777
+5,480
| +32% | +$483K | 0.08% | 188 |
|
|
2023
Q4 | $1.61M | Buy |
17,297
+406
| +2% | +$32.5K | 0.07% | 208 |
|
|
2023
Q3 | $1.38M | Buy |
16,891
+343
| +2% | +$29.8K | 0.07% | 223 |
|
|
2023
Q2 | $1.41M | Buy |
16,548
+2,900
| +21% | +$248K | 0.07% | 230 |
|
|
2023
Q1 | $1.2M | Sell |
13,648
-790
| -5% | -$73.7K | 0.06% | 275 |
|
|
2022
Q4 | $1.23M | Buy |
14,438
+3,759
| +35% | +$320K | 0.07% | 253 |
|
|
2022
Q3 | $844K | Buy |
10,679
+1,667
| +18% | +$141K | 0.05% | 331 |
|
|
2022
Q2 | $685K | Sell |
9,012
-5,479
| -38% | -$449K | 0.04% | 404 |
|
|
2022
Q1 | $1.27M | Sell |
14,491
-391
| -3% | -$37.7K | 0.06% | 283 |
|
|
2021
Q4 | $1.46M | Buy |
14,882
+344
| +2% | +$34.3K | 0.06% | 260 |
|
|
2021
Q3 | $1.42M | Sell |
14,538
-1,420
| -9% | -$141K | 0.07% | 263 |
|
|
2021
Q2 | $1.46M | Sell |
15,958
-1,719
| -10% | -$147K | 0.07% | 270 |
|
|
2021
Q1 | $1.37M | Buy |
17,677
+6,024
| +52% | +$462K | 0.08% | 248 |
|
|
2020
Q4 | $799K | Buy |
11,653
+5,594
| +92% | +$321K | 0.07% | 297 |
|
|
2020
Q3 | $293K | Sell |
6,059
-863
| -12% | -$43.5K | 0.03% | 624 |
|
|
2020
Q2 | $334K | Sell |
6,922
-1,421
| -17% | -$59.7K | 0.03% | 568 |
|
|
2020
Q1 | $284K | Buy |
8,343
+163
| +2% | +$7.68K | 0.03% | 540 |
|
|
2019
Q4 | $418K | Buy |
8,180
+1,301
| +19% | +$61.6K | 0.04% | 532 |
|
|
2019
Q3 | $294K | Buy |
6,879
+439
| +7% | +$18.8K | 0.03% | 642 |
|
|
2019
Q2 | $282K | Sell |
6,440
-561
| -8% | -$25K | 0.03% | 658 |
|
|
2019
Q1 | $295K | Sell |
7,001
-4,059
| -37% | -$171K | 0.03% | 595 |
|
|
2018
Q4 | $439K | Buy |
11,060
+1,465
| +15% | +$63.9K | 0.06% | 398 |
|
|
2018
Q3 | $447K | Buy |
9,595
+312
| +3% | +$15.2K | 0.05% | 438 |
|
|
2018
Q2 | $440K | Sell |
9,283
-89
| -0.9% | -$4.65K | 0.05% | 418 |
|
|
2018
Q1 | $506K | Sell |
9,372
-474
| -5% | -$26.2K | 0.07% | 362 |
|
|
2017
Q4 | $517K | Buy |
9,846
+287
| +3% | +$14.5K | 0.06% | 379 |
|
|
2017
Q3 | $460K | Sell |
9,559
-2,471
| -21% | -$115K | 0.06% | 413 |
|
|
2017
Q2 | $536K | Buy |
12,030
+2,597
| +28% | +$112K | 0.07% | 369 |
|
|
2017
Q1 | $404K | Buy |
9,433
+708
| +8% | +$31.4K | 0.05% | 416 |
|
|
2016
Q4 | $369K | Buy |
8,725
+1,966
| +29% | +$74.3K | 0.05% | 425 |
|
|
2016
Q3 | $217K | Buy |
+6,759
| New | +$202K | 0.03% | 644 |
|
|
2015
Q3 | – | Sell |
-5,765
| Closed | -$224K | – | 758 |
|
|
2015
Q2 | $224K | Buy |
+5,765
| New | +$219K | 0.04% | 538 |
|
Other funds holding MS
Wedbush Securities's MS Position: Q2 2026 in Review
Wedbush Securities reduced its Morgan Stanley (MS) stake by 5.6% in Q2 2026, selling an estimated $122K and leaving 10,343 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #271.
Wedbush Securities first reported a position in MS in Q2 2015 and has held it in 41 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Wedbush Securities held 10,343 shares of Morgan Stanley worth $2.16M as of Q2 2026.
- Wedbush Securities sold 616 Morgan Stanley shares in Q2 2026, an estimated $122K.
- Morgan Stanley made up 0.06% of Wedbush Securities's portfolio in Q2 2026, its #271 holding.
- Wedbush Securities first reported a position in Morgan Stanley in Q2 2015 and has held it in 41 quarters since.
- 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.