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Winthrop Advisory Group’s Morgan Stanley MS Stock Holding History

Winthrop Advisory Group’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 		$570K Buy
2,726
+54
+2% +$10.7K 0.04% 118
2026
Q1 		$440K Sell
2,672
-5
-0.2% -$866 0.04% 110
2025
Q4 		$477K Buy
2,677
+164
+7% +$27.4K 0.04% 108
2025
Q3 		$399K Sell
2,513
-61
-2% -$9.01K 0.03% 114
2025
Q2 		$363K Sell
2,574
-215
-8% -$26.4K 0.04% 122
2025
Q1 		$325K Buy
+2,789
New +$359K 0.04% 112
2024
Q1 		– Sell
-2,233
Closed -$208K – 143
2023
Q4 		$208K Buy
+2,233
New +$179K 0.03% 132
2023
Q3 		– Sell
-2,523
Closed -$216K – 131
2023
Q2 		$216K Buy
2,523
+193
+8% +$16.5K 0.03% 121
2023
Q1 		$205K Buy
+2,330
New +$217K 0.04% 118

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

Winthrop Advisory Group's MS Position: Q2 2026 in Review

Winthrop Advisory Group increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,726 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #118.

Winthrop Advisory Group first reported a position in MS in Q1 2023 and has held it in 9 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Winthrop Advisory Group held 2,726 shares of Morgan Stanley worth $570K as of Q2 2026.
  • Winthrop Advisory Group bought 54 Morgan Stanley shares in Q2 2026, an estimated $10.7K.
  • Morgan Stanley made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #118 holding.
  • Winthrop Advisory Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 9 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.