XXI Wealth LLC’s Morgan Stanley MS Stock Holding History

XXI Wealth LLC’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	$261K	Buy	1,251 +7	+0.6%	+$1.39K	0.12%	184
2026 Q1	$205K	Buy	+1,244	New	+$215K	0.12%	199

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

XXI Wealth LLC's MS Position: Q2 2026 in Review

XXI Wealth LLC increased its Morgan Stanley (MS) stake by 0.56% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,251 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #184.

XXI Wealth LLC first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

XXI Wealth LLC held 1,251 shares of Morgan Stanley worth $261K as of Q2 2026.
XXI Wealth LLC bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
Morgan Stanley made up 0.12% of XXI Wealth LLC's portfolio in Q2 2026, its #184 holding.
XXI Wealth LLC first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.