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WrapManager Inc’s Morgan Stanley MS Stock Holding History

WrapManager Inc’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 		$810K Sell
3,876
-54
-1% -$10.7K 0.25% 71
2026
Q1 		$647K Buy
3,930
+18
+0.5% +$3.12K 0.22% 76
2025
Q4 		$694K Sell
3,912
-665
-15% -$111K 0.23% 78
2025
Q3 		$728K Sell
4,577
-1,007
-18% -$149K 0.22% 79
2025
Q2 		$787K Sell
5,584
-208
-4% -$25.5K 0.19% 95
2025
Q1 		$676K Buy
5,792
+3,132
+118% +$404K 0.18% 95
2024
Q4 		$334K Sell
2,660
-583
-18% -$71.8K 0.09% 151
2024
Q3 		$338K Buy
3,243
+918
+39% +$92.4K 0.09% 154
2024
Q2 		$226K Sell
2,325
-288
-11% -$27.4K 0.06% 237
2024
Q1 		$246K Sell
2,613
-185
-7% -$16.3K 0.07% 235
2023
Q4 		$261K Sell
2,798
-227
-8% -$18.2K 0.08% 232
2023
Q3 		$247K Buy
3,025
+250
+9% +$21.7K 0.08% 226
2023
Q2 		$237K Sell
2,775
-647
-19% -$55.3K 0.07% 246
2023
Q1 		$300K Buy
3,422
+659
+24% +$61.5K 0.09% 216
2022
Q4 		$235K Sell
2,763
-7
-0.3% -$597 0.08% 238
2022
Q3 		$219K Sell
2,770
-94
-3% -$7.92K 0.07% 239
2022
Q2 		$218K Buy
+2,864
New +$235K 0.07% 263
2021
Q2 		– Sell
-2,640
Closed -$205K – 304
2021
Q1 		$205K Sell
2,640
-514
-16% -$39.4K 0.06% 280
2020
Q4 		$216K Buy
+3,154
New +$181K 0.06% 249

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

WrapManager Inc's MS Position: Q2 2026 in Review

WrapManager Inc reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2026, selling an estimated $10.7K and leaving 3,876 shares worth $810K. The position accounts for 0.25% of the portfolio, ranked #71.

WrapManager Inc first reported a position in MS in Q4 2020 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • WrapManager Inc held 3,876 shares of Morgan Stanley worth $810K as of Q2 2026.
  • WrapManager Inc sold 54 Morgan Stanley shares in Q2 2026, an estimated $10.7K.
  • Morgan Stanley made up 0.25% of WrapManager Inc's portfolio in Q2 2026, its #71 holding.
  • WrapManager Inc first reported a position in Morgan Stanley in Q4 2020 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.