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WPG Advisers’s Morgan Stanley MS Stock Holding History

WPG Advisers’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 		$198K Buy
946
+188
+25% +$37.2K 0.12% 105
2026
Q1 		$125K Sell
758
-60
-7% -$10.4K 0.09% 124
2025
Q4 		$145K Buy
818
+303
+59% +$50.5K 0.11% 125
2025
Q3 		$81.9K Hold
515
– – 0.06% 196
2025
Q2 		$72.5K Buy
515
+60
+13% +$7.37K 0.06% 206
2025
Q1 		$53.1K Sell
455
-80
-15% -$10.3K 0.05% 256
2024
Q4 		$67.3K Buy
+535
New +$65.9K 0.06% 235

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

WPG Advisers's MS Position: Q2 2026 in Review

WPG Advisers increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $37.2K and bringing the position to 946 shares worth $198K. The position accounts for 0.12% of the portfolio, ranked #105.

WPG Advisers first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • WPG Advisers held 946 shares of Morgan Stanley worth $198K as of Q2 2026.
  • WPG Advisers bought 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.12% of WPG Advisers's portfolio in Q2 2026, its #105 holding.
  • WPG Advisers first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.