WRPWM
MS icon

Werba Rubin Papier Wealth Management’s Morgan Stanley MS Stock Holding History

Werba Rubin Papier Wealth Management’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 		$581K Sell
2,781
-74
-3% -$14.7K 0.07% 142
2026
Q1 		$470K Buy
2,855
+311
+12% +$53.8K 0.07% 144
2025
Q4 		$452K Buy
2,544
+423
+20% +$70.6K 0.12% 115
2025
Q3 		$337K Buy
2,121
+73
+4% +$10.8K 0.05% 154
2025
Q2 		$288K Buy
2,048
+326
+19% +$40K 0.05% 159
2025
Q1 		$201K Sell
1,722
-23
-1% -$2.96K 0.04% 182
2024
Q4 		$219K Sell
1,745
-373
-18% -$45.9K 0.05% 169
2024
Q3 		$221K Buy
+2,118
New +$213K 0.05% 166
2023
Q3 		– Sell
-2,371
Closed -$202K – 130
2023
Q2 		$202K Buy
2,371
+1
+0% +$86 0.07% 111
2023
Q1 		$208K Buy
+2,370
New +$221K 0.08% 98

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

Werba Rubin Papier Wealth Management's MS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Morgan Stanley (MS) stake by 2.6% in Q2 2026, selling an estimated $14.7K and leaving 2,781 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #142.

Werba Rubin Papier Wealth Management first reported a position in MS in Q1 2023 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 2,781 shares of Morgan Stanley worth $581K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 74 Morgan Stanley shares in Q2 2026, an estimated $14.7K.
  • Morgan Stanley made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 10 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.