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Alteri Wealth’s Morgan Stanley MS Stock Holding History

Alteri 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 		$382K Buy
2,323
+14
+0.6% +$2.42K 0.12% 192
2025
Q4 		$410K Buy
2,309
+7
+0.3% +$1.17K 0.13% 182
2025
Q3 		$366K Buy
2,302
+25
+1% +$3.69K 0.13% 184
2025
Q2 		$321K Buy
2,277
+83
+4% +$10.2K 0.12% 189
2025
Q1 		$256K Sell
2,194
-231
-10% -$29.8K 0.11% 208
2024
Q4 		$305K Buy
+2,425
New +$299K 0.08% 177

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

Alteri Wealth's MS Position: Q1 2026 in Review

Alteri Wealth increased its Morgan Stanley (MS) stake by 0.61% in Q1 2026, buying an estimated $2.42K and bringing the position to 2,323 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #192.

Alteri Wealth first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $410K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Alteri Wealth held 2,323 shares of Morgan Stanley worth $382K as of Q1 2026.
  • Alteri Wealth bought 14 Morgan Stanley shares in Q1 2026, an estimated $2.42K.
  • Morgan Stanley made up 0.12% of Alteri Wealth's portfolio in Q1 2026, its #192 holding.
  • Alteri Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Morgan Stanley position peaked at $410K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.