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Wilkinson Global Asset Management’s Morgan Stanley MS Stock Holding History

Wilkinson Global Asset 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 		$448K Sell
2,144
-75
-3% -$14.9K 0.04% 49
2026
Q1 		$365K Hold
2,219
– – 0.03% 49
2025
Q4 		$394K Sell
2,219
-5
-0.2% -$834 0.03% 52
2025
Q3 		$354K Hold
2,224
– – 0.02% 53
2025
Q2 		$313K Buy
2,224
+50
+2% +$6.14K 0.02% 61
2025
Q1 		$254K Sell
2,174
-600
-22% -$77.3K 0.02% 70
2024
Q4 		$349K Hold
2,774
– – 0.02% 63
2024
Q3 		$289K Hold
2,774
– – 0.02% 71
2024
Q2 		$270K Sell
2,774
-1,720
-38% -$164K 0.02% 73
2024
Q1 		$423K Sell
4,494
-990
-18% -$87.2K 0.03% 64
2023
Q4 		$511K Sell
5,484
-65
-1% -$5.2K 0.04% 58
2023
Q3 		$453K Hold
5,549
– – 0.03% 64
2023
Q2 		$474K Buy
5,549
+714
+15% +$61.1K 0.04% 60
2023
Q1 		$425K Hold
4,835
– – 0.03% 63
2022
Q4 		$411K Hold
4,835
– – 0.03% 63
2022
Q3 		$382K Buy
4,835
+250
+5% +$21.1K 0.03% 66
2022
Q2 		$349K Buy
4,585
+200
+5% +$16.4K 0.03% 65
2022
Q1 		$383K Buy
4,385
+685
+19% +$66.1K 0.02% 67
2021
Q4 		$363K Sell
3,700
-70
-2% -$6.97K 0.02% 71
2021
Q3 		$367K Buy
3,770
+500
+15% +$49.5K 0.02% 74
2021
Q2 		$300K Buy
+3,270
New +$280K 0.02% 80

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

Wilkinson Global Asset Management's MS Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Morgan Stanley (MS) stake by 3.4% in Q2 2026, selling an estimated $14.9K and leaving 2,144 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #49.

Wilkinson Global Asset Management first reported a position in MS in Q2 2021 and has held it in 21 quarters since. The position peaked at $511K in Q4 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wilkinson Global Asset Management held 2,144 shares of Morgan Stanley worth $448K as of Q2 2026.
  • Wilkinson Global Asset Management sold 75 Morgan Stanley shares in Q2 2026, an estimated $14.9K.
  • Morgan Stanley made up 0.04% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #49 holding.
  • Wilkinson Global Asset Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Morgan Stanley position peaked at $511K in Q4 2023.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.