WIM
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Westside Investment Management’s Morgan Stanley MS Stock Holding History

Westside Investment 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
2026
Q2 		$35.7K Hold
171
– – ﹤0.01% 711
2026
Q1 		$28.3K Hold
171
– – ﹤0.01% 759
2025
Q4 		$31K Buy
171
+25
+17% +$4.17K 0.01% 707
2025
Q3 		$22.9K Buy
146
+78
+115% +$11.5K ﹤0.01% 834
2025
Q2 		$9.59K Buy
+68
New +$8.35K ﹤0.01% 953
2024
Q4 		– Sell
-46
Closed -$4.68K – 1006
2024
Q3 		$4.68K Sell
46
-10
-18% -$1.01K ﹤0.01% 790
2024
Q2 		$5.44K Buy
+56
New +$5.33K ﹤0.01% 747
2024
Q1 		– Sell
-70
Closed -$6.53K – 904
2023
Q4 		$6.53K Hold
70
– – ﹤0.01% 661
2023
Q3 		$5.72K Hold
70
– – ﹤0.01% 674
2023
Q2 		$5.98K Hold
70
– – ﹤0.01% 671
2023
Q1 		$6.15K Hold
70
– – ﹤0.01% 667
2022
Q4 		$5 Hold
70
– – ﹤0.01% 698
2022
Q3 		$5 Hold
70
– – ﹤0.01% 686
2022
Q2 		$5 Buy
+70
New +$5.73K ﹤0.01% 684
2021
Q3 		– Sell
-500
Closed -$45.8K – 759
2021
Q2 		$45.8K Sell
500
-400
-44% -$34.3K 0.11% 124
2021
Q1 		$69.9K Sell
900
-100
-10% -$7.66K 0.18% 94
2020
Q4 		$68.5K Buy
1,000
+500
+100% +$28.7K 0.19% 85
2020
Q3 		$24.2K Buy
+500
New +$25.2K 0.01% 121
2020
Q2 		– Sell
-2,000
Closed -$68 – 683
2020
Q1 		$68 Buy
+2,000
New +$94.2K ﹤0.01% 309

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

Westside Investment Management's MS Position: Q2 2026 in Review

Westside Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 171 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Westside Investment Management first reported a position in MS in Q1 2020 and has held it in 19 quarters since. The position peaked at $69.9K in Q1 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Westside Investment Management held 171 shares of Morgan Stanley worth $35.7K as of Q2 2026.
  • Westside Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #711 holding.
  • Westside Investment Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 19 quarters since.
  • Westside Investment Management's Morgan Stanley position peaked at $69.9K in Q1 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.