WA
MS icon

WestEnd Advisors’s Morgan Stanley MS Stock Holding History

WestEnd Advisors’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 		$8.78K Buy
42
+3
+8% +$594 ﹤0.01% 99
2026
Q1 		$6.42K Hold
39
– – ﹤0.01% 93
2025
Q4 		$6.92K Buy
39
+11
+39% +$1.83K ﹤0.01% 91
2025
Q3 		$4.45K Buy
28
+1
+4% +$148 ﹤0.01% 101
2025
Q2 		$3.8K Sell
27
-10
-27% -$1.23K ﹤0.01% 115
2025
Q1 		$4.32K Buy
37
+12
+48% +$1.55K ﹤0.01% 106
2024
Q4 		$3.14K Buy
25
+2
+9% +$246 ﹤0.01% 87
2024
Q3 		$2.4K Buy
23
+2
+10% +$201 ﹤0.01% 86
2024
Q2 		$2.04K Buy
21
+16
+320% +$1.52K ﹤0.01% 88
2024
Q1 		$471 Buy
+5
New +$440 ﹤0.01% 154
2022
Q1 		– Sell
-17
Closed -$1.64K – 97
2021
Q4 		$1.67K Buy
+17
New +$1.69K ﹤0.01% 86
2021
Q3 		– Hold
0
– – – 77
2021
Q2 		– Hold
0
– – – 77

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

WestEnd Advisors's MS Position: Q2 2026 in Review

WestEnd Advisors increased its Morgan Stanley (MS) stake by 7.7% in Q2 2026, buying an estimated $594 and bringing the position to 42 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

WestEnd Advisors first reported a position in MS in Q4 2021 and has held it in 11 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • WestEnd Advisors held 42 shares of Morgan Stanley worth $8.78K as of Q2 2026.
  • WestEnd Advisors bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
  • Morgan Stanley made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #99 holding.
  • WestEnd Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 11 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.