WOSD
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WFA of San Diego’s Morgan Stanley MS Stock Holding History

WFA of San Diego’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 		– Sell
-200
Closed -$32.9K – 268
2026
Q1 		$32.9K Hold
200
– – 0.03% 216
2025
Q4 		$35.5K Hold
200
– – 0.03% 216
2025
Q3 		$31.8K Hold
200
– – 0.02% 245
2025
Q2 		$28.2K Buy
+200
New +$24.6K 0.02% 245
2024
Q3 		$20.8K Hold
200
– – 0.02% 238
2024
Q2 		$19.4K Buy
+200
New +$19K 0.02% 245
2023
Q3 		$16.3K Hold
200
– – 0.02% 250
2023
Q2 		$17.1K Buy
+200
New +$17.1K 0.02% 245
2023
Q1 		– Sell
-200
Closed -$17K – 282
2022
Q4 		$17K Buy
+200
New +$17K 0.01% 306
2022
Q3 		– Sell
-200
Closed -$15K – 279
2022
Q2 		$15K Buy
+200
New +$16.4K 0.01% 241

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 $3.38T AUM 44.17% 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

WFA of San Diego's MS Position: Q2 2026 in Review

WFA of San Diego sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 200 shares — an estimated $32.9K sold.

WFA of San Diego first reported a position in MS in Q2 2022 and held it in 10 quarters. The position peaked at $35.5K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • WFA of San Diego reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 200 Morgan Stanley shares in Q2 2026, an estimated $32.9K.
  • WFA of San Diego first reported a position in Morgan Stanley in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Morgan Stanley position peaked at $35.5K in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.