AWM
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Angeles Wealth Management’s Morgan Stanley MS Stock Holding History

Angeles 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
Q1 		$1.26M Buy
7,670
+1,202
+19% +$208K 0.07% 109
2025
Q4 		$1.15M Buy
6,468
+625
+11% +$104K 0.06% 126
2025
Q3 		$929K Buy
5,843
+61
+1% +$9.01K 0.06% 117
2025
Q2 		$814K Buy
5,782
+817
+16% +$100K 0.06% 126
2025
Q1 		$579K Buy
4,965
+524
+12% +$67.5K 0.05% 129
2024
Q4 		$558K Buy
4,441
+763
+21% +$94K 0.05% 133
2024
Q3 		$383K Sell
3,678
-56
-1% -$5.64K 0.03% 161
2024
Q2 		$363K Sell
3,734
-245
-6% -$23.3K 0.03% 155
2024
Q1 		$375K Buy
3,979
+1,190
+43% +$105K 0.04% 149
2023
Q4 		$260K Buy
+2,789
New +$223K 0.03% 165

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

Angeles Wealth Management's MS Position: Q1 2026 in Review

Angeles Wealth Management increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $208K and bringing the position to 7,670 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #109.

Angeles Wealth Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Angeles Wealth Management held 7,670 shares of Morgan Stanley worth $1.26M as of Q1 2026.
  • Angeles Wealth Management bought 1,202 Morgan Stanley shares in Q1 2026, an estimated $208K.
  • Morgan Stanley made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Angeles Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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