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Alaethes Wealth’s Morgan Stanley MS Stock Holding History

Alaethes Wealth’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 		$3.4M Sell
20,646
-9
-0% -$1.56K 0.97% 26
2025
Q4 		$3.67M Sell
20,655
-6
-0% -$1K 1.03% 22
2025
Q3 		$3.28M Sell
20,661
-2,335
-10% -$345K 0.93% 24
2025
Q2 		$3.24M Buy
22,996
+274
+1% +$33.7K 0.97% 25
2025
Q1 		$2.65M Buy
22,722
+256
+1% +$33K 0.97% 25
2024
Q4 		$2.82M Sell
22,466
-57
-0.3% -$7.02K 1.01% 23
2024
Q3 		$2.35M Buy
22,523
+779
+4% +$78.5K 0.87% 31
2024
Q2 		$2.11M Buy
21,744
+510
+2% +$48.5K 0.87% 34
2024
Q1 		$2M Sell
21,234
-282
-1% -$24.8K 0.87% 37
2023
Q4 		$2.01M Buy
21,516
+190
+0.9% +$15.2K 0.95% 29
2023
Q3 		$1.74M Buy
21,326
+82
+0.4% +$7.12K 0.95% 28
2023
Q2 		$1.81M Buy
21,244
+502
+2% +$42.9K 1% 26
2023
Q1 		$1.82M Buy
20,742
+944
+5% +$88.1K 1.07% 21
2022
Q4 		$1.68M Sell
19,798
-2,592
-12% -$221K 1.16% 22
2022
Q3 		$1.77M Buy
22,390
+807
+4% +$68K 1.3% 13
2022
Q2 		$1.64M Buy
21,583
+1,480
+7% +$121K 1.22% 16
2022
Q1 		$1.76M Buy
20,103
+366
+2% +$35.3K 1.12% 20
2021
Q4 		$1.94M Sell
19,737
-549
-3% -$54.7K 1.22% 19
2021
Q3 		$1.97M Buy
20,286
+391
+2% +$38.7K 1.44% 13
2021
Q2 		$1.82M Buy
19,895
+1,062
+6% +$91.1K 1.41% 14
2021
Q1 		$1.46M Buy
+18,833
New +$1.44M 1.36% 18

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

Alaethes Wealth's MS Position: Q1 2026 in Review

Alaethes Wealth reduced its Morgan Stanley (MS) stake by 0.04% in Q1 2026, selling an estimated $1.56K and leaving 20,646 shares worth $3.4M. The position accounts for 0.97% of the portfolio, ranked #26.

Alaethes Wealth first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.67M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Alaethes Wealth held 20,646 shares of Morgan Stanley worth $3.4M as of Q1 2026.
  • Alaethes Wealth sold 9 Morgan Stanley shares in Q1 2026, an estimated $1.56K.
  • Morgan Stanley made up 0.97% of Alaethes Wealth's portfolio in Q1 2026, its #26 holding.
  • Alaethes Wealth first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Morgan Stanley position peaked at $3.67M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.