Westco Advisory Services’s Morgan Stanley MS Stock Holding History

Westco Advisory Services’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	$1.66M	Buy	7,920 +595	+8%	+$118K	1%	21
2026 Q1	$1.21M	Sell	7,325 -20	-0.3%	-$3.46K	0.78%	29
2025 Q4	$1.3M	Buy	+7,345	New	+$1.23M	0.8%	28

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

Westco Advisory Services's MS Position: Q2 2026 in Review

Westco Advisory Services increased its Morgan Stanley (MS) stake by 8.1% in Q2 2026, buying an estimated $118K and bringing the position to 7,920 shares worth $1.66M. The position accounts for 1% of the portfolio, ranked #21.

Westco Advisory Services first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Westco Advisory Services held 7,920 shares of Morgan Stanley worth $1.66M as of Q2 2026.
Westco Advisory Services bought 595 Morgan Stanley shares in Q2 2026, an estimated $118K.
Morgan Stanley made up 1% of Westco Advisory Services's portfolio in Q2 2026, its #21 holding.
Westco Advisory Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.