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AGH Wealth Advisors’s Morgan Stanley MS Stock Holding History

AGH Wealth Advisors’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
Q1 		$285K Buy
1,734
+88
+5% +$15.2K 0.21% 93
2025
Q4 		$292K Sell
1,646
-154
-9% -$25.7K 0.22% 81
2025
Q3 		$286K Buy
1,800
+97
+6% +$14.3K 0.21% 89
2025
Q2 		$240K Buy
+1,703
New +$209K 0.2% 102
2025
Q1 		– Sell
-1,648
Closed -$207K – 123
2024
Q4 		$207K Buy
+1,648
New +$203K 0.19% 108

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AGH Wealth Advisors's MS Position: Q1 2026 in Review

AGH Wealth Advisors increased its Morgan Stanley (MS) stake by 5.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,734 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #93.

AGH Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $292K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AGH Wealth Advisors held 1,734 shares of Morgan Stanley worth $285K as of Q1 2026.
  • AGH Wealth Advisors bought 88 Morgan Stanley shares in Q1 2026, an estimated $15.2K.
  • Morgan Stanley made up 0.21% of AGH Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • AGH Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • AGH Wealth Advisors's Morgan Stanley position peaked at $292K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.