AE Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.4M | Buy |
293,965
+139,071
| +90% | +$24.1M | 0.26% | 97 |
|
|
2025
Q4 | $27.5M | Buy |
154,894
+133,351
| +619% | +$22.2M | 0.16% | 145 |
|
|
2025
Q3 | $3.42M | Buy |
21,543
+2,983
| +16% | +$440K | 0.02% | 431 |
|
|
2025
Q2 | $2.61M | Buy |
18,560
+4,624
| +33% | +$568K | 0.02% | 477 |
|
|
2025
Q1 | $1.63M | Buy |
13,936
+26
| +0.2% | +$3.35K | 0.01% | 581 |
|
|
2024
Q4 | $1.75M | Buy |
13,910
+334
| +2% | +$41.1K | 0.01% | 568 |
|
|
2024
Q3 | $1.42M | Buy |
13,576
+2,334
| +21% | +$235K | 0.01% | 629 |
|
|
2024
Q2 | $1.09M | Buy |
11,242
+3,484
| +45% | +$332K | 0.01% | 682 |
|
|
2024
Q1 | $730K | Sell |
7,758
-75,417
| -91% | -$6.64M | 0.01% | 727 |
|
|
2023
Q4 | $7.3M | Buy |
83,175
+2,773
| +3% | +$222K | 0.04% | 483 |
|
|
2023
Q3 | $6.57M | Sell |
80,402
-14,642
| -15% | -$1.27M | 0.04% | 470 |
|
|
2023
Q2 | $8.12M | Buy |
95,044
+13,977
| +17% | +$1.2M | 0.05% | 419 |
|
|
2023
Q1 | $7.12M | Sell |
81,067
-1,572
| -2% | -$147K | 0.05% | 427 |
|
|
2022
Q4 | $7.03M | Buy |
82,639
+13,701
| +20% | +$1.17M | 0.05% | 397 |
|
|
2022
Q3 | $5.45M | Buy |
68,938
+7,683
| +13% | +$648K | 0.04% | 414 |
|
|
2022
Q2 | $4.66M | Buy |
61,255
+9,097
| +17% | +$745K | 0.04% | 420 |
|
|
2022
Q1 | $4.56M | Buy |
52,158
+24,540
| +89% | +$2.37M | 0.03% | 461 |
|
|
2021
Q4 | $2.71M | Buy |
27,618
+3,459
| +14% | +$345K | 0.02% | 601 |
|
|
2021
Q3 | $2.35M | Buy |
24,159
+60
| +0.2% | +$5.95K | 0.02% | 593 |
|
|
2021
Q2 | $2.21M | Buy |
24,099
+1,189
| +5% | +$102K | 0.02% | 612 |
|
|
2021
Q1 | $1.78M | Sell |
22,910
-2,419
| -10% | -$185K | 0.02% | 602 |
|
|
2020
Q4 | $1.74M | Sell |
25,329
-6,480
| -20% | -$372K | 0.02% | 543 |
|
|
2020
Q3 | $1.54M | Sell |
31,809
-3,693
| -10% | -$186K | 0.02% | 509 |
|
|
2020
Q2 | $1.72M | Sell |
35,502
-11,959
| -25% | -$502K | 0.03% | 454 |
|
|
2020
Q1 | $1.61M | Buy |
47,461
+21,189
| +81% | +$998K | 0.04% | 357 |
|
|
2019
Q4 | $1.34M | Buy |
26,272
+9,856
| +60% | +$467K | 0.03% | 461 |
|
|
2019
Q3 | $700K | Sell |
16,416
-202
| -1% | -$8.63K | 0.02% | 530 |
|
|
2019
Q2 | $728K | Buy |
16,618
+7,488
| +82% | +$334K | 0.02% | 486 |
|
|
2019
Q1 | $385K | Buy |
9,130
+2,093
| +30% | +$88.1K | 0.03% | 403 |
|
|
2018
Q4 | $279K | Sell |
7,037
-3,668
| -34% | -$160K | 0.05% | 363 |
|
|
2018
Q3 | $499K | Buy |
10,705
+5,375
| +101% | +$262K | 0.03% | 322 |
|
|
2018
Q2 | $253K | Buy |
5,330
+857
| +19% | +$44.8K | 0.02% | 370 |
|
|
2018
Q1 | $241K | Buy |
4,473
+263
| +6% | +$14.6K | 0.02% | 367 |
|
|
2017
Q4 | $221K | Buy |
+4,210
| New | +$213K | 0.02% | 378 |
|
Other funds holding MS
VCM
VPM
AE Wealth Management's MS Position: Q1 2026 in Review
AE Wealth Management increased its Morgan Stanley (MS) stake by 90% in Q1 2026, buying an estimated $24.1M and bringing the position to 293,965 shares worth $48.4M. The position accounts for 0.26% of the portfolio, ranked #97.
AE Wealth Management first reported a position in MS in Q4 2017 and has held it in 34 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- AE Wealth Management held 293,965 shares of Morgan Stanley worth $48.4M as of Q1 2026.
- AE Wealth Management bought 139,071 Morgan Stanley shares in Q1 2026, an estimated $24.1M.
- Morgan Stanley made up 0.26% of AE Wealth Management's portfolio in Q1 2026, its #97 holding.
- AE Wealth Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 34 quarters since.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.