WWM
MS icon

Western Wealth Management’s Morgan Stanley MS Stock Holding History

Western 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
2020
Q3 		– Sell
-3,000
Closed -$1K – 467
2020
Q2 		$1K Buy
+3,000
New +$126K ﹤0.01% 429

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BlackRock
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Vanguard Capital Management
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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

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.