Western Wealth Management’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 | $1.9M | Sell |
9,099
-164
| -2% | -$32.5K | 0.06% | 310 |
|
|
2026
Q1 | $1.52M | Buy |
9,263
+1,279
| +16% | +$221K | 0.06% | 332 |
|
|
2025
Q4 | $1.42M | Buy |
7,984
+121
| +2% | +$20.2K | 0.07% | 281 |
|
|
2025
Q3 | $1.25M | Buy |
7,863
+8
| +0.1% | +$1.18K | 0.07% | 257 |
|
|
2025
Q2 | $1.11M | Buy |
7,855
+2,086
| +36% | +$256K | 0.07% | 254 |
|
|
2025
Q1 | $673K | Sell |
5,769
-571
| -9% | -$73.6K | 0.04% | 320 |
|
|
2024
Q4 | $797K | Buy |
6,340
+178
| +3% | +$21.9K | 0.04% | 352 |
|
|
2024
Q3 | $642K | Buy |
6,162
+178
| +3% | +$17.9K | 0.04% | 397 |
|
|
2024
Q2 | $582K | Sell |
5,984
-409
| -6% | -$38.9K | 0.04% | 329 |
|
|
2024
Q1 | $602K | Buy |
6,393
+641
| +11% | +$56.4K | 0.05% | 321 |
|
|
2023
Q4 | $536K | Buy |
5,752
+683
| +13% | +$54.6K | 0.04% | 395 |
|
|
2023
Q3 | $414K | Sell |
5,069
-1,591
| -24% | -$138K | 0.04% | 428 |
|
|
2023
Q2 | $569K | Sell |
6,660
-5
| -0.1% | -$428 | 0.05% | 350 |
|
|
2023
Q1 | $585K | Sell |
6,665
-450
| -6% | -$42K | 0.05% | 334 |
|
|
2022
Q4 | $605K | Sell |
7,115
-10,874
| -60% | -$927K | 0.06% | 309 |
|
|
2022
Q3 | $1.42M | Buy |
17,989
+229
| +1% | +$19.3K | 0.08% | 239 |
|
|
2022
Q2 | $1.36M | Sell |
17,760
-207
| -1% | -$17K | 0.08% | 245 |
|
|
2022
Q1 | $1.57M | Buy |
17,967
+9,470
| +111% | +$914K | 0.08% | 245 |
|
|
2021
Q4 | $835K | Buy |
+8,497
| New | +$846K | 0.08% | 226 |
|
|
2021
Q2 | $534K | Buy |
5,816
+819
| +16% | +$70.2K | 0.05% | 342 |
|
|
2021
Q1 | $388K | Buy |
4,997
+14
| +0.3% | +$1.07K | 0.05% | 341 |
|
|
2020
Q4 | $341K | Sell |
4,983
-316
| -6% | -$18.1K | 0.05% | 325 |
|
|
2020
Q3 | $256K | Sell |
5,299
-195
| -4% | -$9.82K | 0.04% | 365 |
|
|
2020
Q2 | $265K | Buy |
+5,494
| New | +$231K | 0.05% | 336 |
|
|
2020
Q1 | – | Sell |
-4,998
| Closed | -$255K | – | 401 |
|
|
2019
Q4 | $255K | Sell |
4,998
-617
| -11% | -$29.2K | 0.04% | 344 |
|
|
2019
Q3 | $239K | Buy |
5,615
+714
| +15% | +$30.5K | 0.05% | 343 |
|
|
2019
Q2 | $215K | Sell |
4,901
-697
| -12% | -$31.1K | 0.03% | 373 |
|
|
2019
Q1 | $237K | Buy |
5,598
+84
| +2% | +$3.54K | 0.05% | 334 |
|
|
2018
Q4 | $216K | Buy |
+5,514
| New | +$241K | 0.06% | 311 |
|
Other funds holding MS
Western Wealth Management's MS Position: Q2 2026 in Review
Western Wealth Management reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $32.5K and leaving 9,099 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #310.
Western Wealth Management first reported a position in MS in Q4 2018 and has held it in 29 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Western Wealth Management held 9,099 shares of Morgan Stanley worth $1.9M as of Q2 2026.
- Western Wealth Management sold 164 Morgan Stanley shares in Q2 2026, an estimated $32.5K.
- Morgan Stanley made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #310 holding.
- Western Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 29 quarters since.
- 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.