Mosley Wealth Sells 81.4% of Morgan Stanley Stake
By Business Desk
Mosley Wealth Management drastically cut its Morgan Stanley holdings by 81.4% in Q2 2026, selling 8,519 shares despite MS reporting strong earnings and growth.
Mosley Wealth Management significantly reduced its position in Morgan Stanley (MS) during the second quarter of 2026, divesting 81.4% of its previous holdings.
The wealth management firm executed a substantial sale:
- Sold 8,519 shares of Morgan Stanley.
- Retained 1,943 shares, valued at $406,000.
Despite this specific divestment, a significant portion of Morgan Stanley shares remains under institutional control. Institutional investors and hedge funds collectively hold 84.19% of MS shares.
Morgan Stanley recently reported robust quarterly financial results, surpassing analyst expectations for earnings and revenue growth. This performance underscores the bank’s operational strength.
- Earnings Per Share (EPS) reached $3.46, exceeding estimates of $2.89.
- Revenue climbed 27.1% year-over-year to $21.35 billion.
- Quarterly dividend increased to $1.15 per share.
- A $20 billion share buyback program was authorized.
The banking giant is also actively pursuing strategic expansion, particularly in emerging financial sectors. This includes broadening its digital-asset exposure and providing advisory services for a potential $1 billion India IPO.
Analyst sentiment remains positive regarding Morgan Stanley’s outlook:
- A ‘Moderate Buy’ consensus rating is maintained.
- The average price target stands at $224.75.
Conversely, other major institutional investors demonstrated increased confidence in Morgan Stanley. Firms like Norges Bank, Price T Rowe Associates Inc. MD, Corient Private Wealth LLC, Vanguard Group Inc., and Thrivent Financial for Lutherans either initiated new positions or expanded their existing stakes during the fourth quarter.