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Wellington-Altus USA’s Morgan Stanley MS Stock Holding History

Wellington-Altus USA’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 		$302K Sell
1,838
-316
-15% -$62.6K 0.22% 91
2026
Q1 		$450K Buy
2,154
+316
+17% +$54.7K 0.27% 89
2025
Q4 		$326K Buy
+1,838
New +$307K 0.24% 86

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

Wellington-Altus USA's MS Position: Q2 2026 in Review

Wellington-Altus USA reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $62.6K and leaving 1,838 shares worth $302K. The position accounts for 0.22% of the portfolio, ranked #91.

Wellington-Altus USA first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q1 2026. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wellington-Altus USA held 1,838 shares of Morgan Stanley worth $302K as of Q2 2026.
  • Wellington-Altus USA sold 316 Morgan Stanley shares in Q2 2026, an estimated $62.6K.
  • Morgan Stanley made up 0.22% of Wellington-Altus USA's portfolio in Q2 2026, its #91 holding.
  • Wellington-Altus USA first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Morgan Stanley position peaked at $450K in Q1 2026.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.