Winch Advisory Services’s Morgan Stanley MS Stock Holding History

Winch Advisory Services’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	$30.5K	Buy	+146	New	+$28.9K	0.01%	233
2018 Q2	–	Sell	-1,820	Closed	-$98K	–	360
2018 Q1	$98K	Buy	1,820 +1	+0.1%	+$55	0.06%	89
2017 Q4	$95K	Buy	1,819 +285	+19%	+$14.4K	0.06%	77
2017 Q3	$75K	Sell	1,534 -4,561	-75%	-$212K	0.05%	76
2017 Q2	$272K	Sell	6,095 -2,655	-30%	-$114K	0.17%	69
2017 Q1	$375K	Buy	8,750 +6,871	+366%	+$305K	0.24%	58
2016 Q4	$79K	Buy	+1,879	New	+$71.1K	0.05%	86

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Winch Advisory Services's MS Position: Q2 2026 in Review

Winch Advisory Services opened a new position in Morgan Stanley (MS) in Q2 2026: 146 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in MS as recently as Q1 2018.

Winch Advisory Services first reported a position in MS in Q4 2016 and has held it in 7 quarters since. The position peaked at $375K in Q1 2017. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Winch Advisory Services held 146 shares of Morgan Stanley worth $30.5K as of Q2 2026.
Morgan Stanley was a new Winch Advisory Services position in Q2 2026.
Morgan Stanley made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #233 holding.
Winch Advisory Services first reported a position in Morgan Stanley in Q4 2016 and has held it in 7 quarters since.
Winch Advisory Services's Morgan Stanley position peaked at $375K in Q1 2017.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.