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Whipplewood Advisors’s Morgan Stanley MS Stock Holding History

Whipplewood Advisors’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 		$32.6K Sell
156
-342
-69% -$67.7K 0.02% 162
2026
Q1 		$82K Buy
498
+490
+6,125% +$84.8K 0.04% 215
2025
Q4 		$1.42K Buy
+8
New +$1.33K ﹤0.01% 372
2025
Q3 		– Sell
-1,088
Closed -$153K – 848
2025
Q2 		$153K Sell
1,088
-280,955
-100% -$34.5M 0.08% 194
2025
Q1 		$130K Buy
282,043
+280,889
+24,340% +$36.2M 0.08% 195
2024
Q4 		$145K Buy
+1,154
New +$142K 0.08% 194

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

Whipplewood Advisors's MS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Morgan Stanley (MS) stake by 69% in Q2 2026, selling an estimated $67.7K and leaving 156 shares worth $32.6K. The position accounts for 0.02% of the portfolio, ranked #162.

Whipplewood Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $153K in Q2 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Whipplewood Advisors held 156 shares of Morgan Stanley worth $32.6K as of Q2 2026.
  • Whipplewood Advisors sold 342 Morgan Stanley shares in Q2 2026, an estimated $67.7K.
  • Morgan Stanley made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #162 holding.
  • Whipplewood Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Morgan Stanley position peaked at $153K in Q2 2025.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.