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Wilkins Investment Counsel’s Morgan Stanley MS Stock Holding History

Wilkins Investment Counsel’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 		$2.22M Sell
10,599
-550
-5% -$109K 0.3% 59
2026
Q1 		$1.83M Sell
11,149
-150
-1% -$26K 0.26% 61
2025
Q4 		$2.01M Hold
11,299
– – 0.29% 60
2025
Q3 		$1.8M Sell
11,299
-50
-0.4% -$7.38K 0.25% 65
2025
Q2 		$1.6M Sell
11,349
-1,600
-12% -$197K 0.23% 66
2025
Q1 		$1.51M Sell
12,949
-1,665
-11% -$215K 0.22% 65
2024
Q4 		$1.84M Sell
14,614
-100
-0.7% -$12.3K 0.27% 62
2024
Q3 		$1.53M Hold
14,714
– – 0.21% 63
2024
Q2 		$1.43M Sell
14,714
-856
-5% -$81.5K 0.21% 64
2024
Q1 		$1.47M Buy
+15,570
New +$1.37M 0.21% 64

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

Wilkins Investment Counsel's MS Position: Q2 2026 in Review

Wilkins Investment Counsel reduced its Morgan Stanley (MS) stake by 4.9% in Q2 2026, selling an estimated $109K and leaving 10,599 shares worth $2.22M. The position accounts for 0.3% of the portfolio, ranked #59.

Wilkins Investment Counsel first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,744 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wilkins Investment Counsel held 10,599 shares of Morgan Stanley worth $2.22M as of Q2 2026.
  • Wilkins Investment Counsel sold 550 Morgan Stanley shares in Q2 2026, an estimated $109K.
  • Morgan Stanley made up 0.3% of Wilkins Investment Counsel's portfolio in Q2 2026, its #59 holding.
  • Wilkins Investment Counsel first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,744 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.