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Westmount Partners’s Morgan Stanley MS Stock Holding History

Westmount Partners’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 		$466K Buy
2,231
+487
+28% +$96.4K 0.1% 160
2026
Q1 		$287K Sell
1,744
-38
-2% -$6.58K 0.07% 208
2025
Q4 		$316K Buy
1,782
+102
+6% +$17K 0.08% 187
2025
Q3 		$264K Buy
1,680
+19
+1% +$2.81K 0.07% 208
2025
Q2 		$234K Buy
+1,661
New +$204K 0.06% 228
2025
Q1 		– Sell
-1,749
Closed -$220K – 244
2024
Q4 		$220K Buy
+1,749
New +$215K 0.07% 197

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

Westmount Partners's MS Position: Q2 2026 in Review

Westmount Partners increased its Morgan Stanley (MS) stake by 28% in Q2 2026, buying an estimated $96.4K and bringing the position to 2,231 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #160.

Westmount Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Westmount Partners held 2,231 shares of Morgan Stanley worth $466K as of Q2 2026.
  • Westmount Partners bought 487 Morgan Stanley shares in Q2 2026, an estimated $96.4K.
  • Morgan Stanley made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #160 holding.
  • Westmount Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.