Angeles Wealth Management
MS icon

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
Q3 		$1.46M Buy
7,745
+84
+1% +$17.8K 0.06% 114
2026
Q2 		$1.6M Sell
7,661
-9
-0.1% -$1.78K 0.07% 111
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 $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Angeles Wealth Management's MS Position: Q3 2026 in Review

Angeles Wealth Management increased its Morgan Stanley (MS) stake by 1.1% in Q3 2026, buying an estimated $17.8K and bringing the position to 7,745 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #114.

Angeles Wealth Management first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2026. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Angeles Wealth Management held 7,745 shares of Morgan Stanley worth $1.46M as of Q3 2026.
  • Angeles Wealth Management bought 84 Morgan Stanley shares in Q3 2026, an estimated $17.8K.
  • Morgan Stanley made up 0.06% of Angeles Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Angeles Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Angeles Wealth Management's Morgan Stanley position peaked at $1.6M in Q2 2026.
  • 2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.