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1900 Wealth Management’s Morgan Stanley MS Stock Holding History

1900 Wealth Management’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 		$507K Buy
+2,427
New +$481K 0.03% 178
2026
Q1 		– Sell
-1,172
Closed -$208K – 261
2025
Q4 		$208K Buy
+1,172
New +$195K 0.01% 236

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

1900 Wealth Management's MS Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 2,427 shares worth $507K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in MS as recently as Q4 2025.

1900 Wealth Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • 1900 Wealth Management held 2,427 shares of Morgan Stanley worth $507K as of Q2 2026.
  • Morgan Stanley was a new 1900 Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #178 holding.
  • 1900 Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.