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Wolff Wiese Magana’s Morgan Stanley MS Stock Holding History

Wolff Wiese Magana’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 		$3.27M Sell
15,630
-180
-1% -$35.6K 1.5% 18
2026
Q1 		$2.6M Buy
15,810
+445
+3% +$77K 1.44% 21
2025
Q4 		$2.73M Buy
15,365
+213
+1% +$35.5K 1.49% 19
2025
Q3 		$2.41M Sell
15,152
-54
-0.4% -$7.97K 1.36% 22
2025
Q2 		$2.14M Sell
15,206
-4,495
-23% -$552K 1.33% 24
2025
Q1 		$2.3M Buy
19,701
+8
+0% +$1.03K 1.56% 21
2024
Q4 		$2.48M Sell
19,693
-4,001
-17% -$493K 1.64% 20
2024
Q3 		$2.47M Buy
23,694
+361
+2% +$36.4K 1.69% 17
2024
Q2 		$2.27M Sell
23,333
-69
-0.3% -$6.57K 1.8% 14
2024
Q1 		$2.2M Sell
23,402
-218
-0.9% -$19.2K 1.9% 13
2023
Q4 		$2.2M Buy
23,620
+4,724
+25% +$378K 2.09% 9
2023
Q3 		$1.54M Buy
18,896
+580
+3% +$50.4K 1.26% 23
2023
Q2 		$1.56M Buy
18,316
+2,346
+15% +$201K 1.21% 29
2023
Q1 		$1.4M Buy
15,970
+113
+0.7% +$10.5K 1.14% 32
2022
Q4 		$1.35M Buy
15,857
+985
+7% +$83.9K 1.16% 32
2022
Q3 		$1.18M Buy
14,872
+12,721
+591% +$1.07M 0.94% 39
2022
Q2 		$164K Buy
2,151
+735
+52% +$60.2K 0.12% 130
2022
Q1 		$124K Buy
1,416
+43
+3% +$4.15K 0.08% 162
2021
Q4 		$135K Sell
1,373
-777
-36% -$77.4K 0.09% 172
2021
Q3 		$209K Sell
2,150
-626
-23% -$62K 0.15% 123
2021
Q2 		$255K Buy
2,776
+36
+1% +$3.09K 0.18% 105
2021
Q1 		$213K Buy
2,740
+176
+7% +$13.5K 0.17% 111
2020
Q4 		$176K Buy
+2,564
New +$147K 0.15% 122

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

Wolff Wiese Magana's MS Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $35.6K and leaving 15,630 shares worth $3.27M. The position accounts for 1.5% of the portfolio, ranked #18.

Wolff Wiese Magana first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wolff Wiese Magana held 15,630 shares of Morgan Stanley worth $3.27M as of Q2 2026.
  • Wolff Wiese Magana sold 180 Morgan Stanley shares in Q2 2026, an estimated $35.6K.
  • Morgan Stanley made up 1.5% of Wolff Wiese Magana's portfolio in Q2 2026, its #18 holding.
  • Wolff Wiese Magana first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.