Apriem Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $731K | Buy |
4,441
+100
| +2% | +$17.3K | 0.07% | 102 |
|
|
2025
Q4 | $771K | Sell |
4,341
-191
| -4% | -$31.9K | 0.07% | 102 |
|
|
2025
Q3 | $720K | Sell |
4,532
-88
| -2% | -$13K | 0.07% | 104 |
|
|
2025
Q2 | $651K | Buy |
4,620
+380
| +9% | +$46.7K | 0.07% | 103 |
|
|
2025
Q1 | $495K | Sell |
4,240
-131
| -3% | -$16.9K | 0.06% | 113 |
|
|
2024
Q4 | $550K | Sell |
4,371
-480
| -10% | -$59.1K | 0.06% | 105 |
|
|
2024
Q3 | $506K | Buy |
4,851
+740
| +18% | +$74.5K | 0.06% | 104 |
|
|
2024
Q2 | $400K | Buy |
4,111
+400
| +11% | +$38.1K | 0.05% | 113 |
|
|
2024
Q1 | $349K | Buy |
3,711
+200
| +6% | +$17.6K | 0.04% | 127 |
|
|
2023
Q4 | $327K | Buy |
3,511
+75
| +2% | +$6K | 0.04% | 115 |
|
|
2023
Q3 | $281K | Buy |
3,436
+300
| +10% | +$26K | 0.04% | 118 |
|
|
2023
Q2 | $268K | Buy |
3,136
+200
| +7% | +$17.1K | 0.04% | 122 |
|
|
2023
Q1 | $258K | Hold |
2,936
| – | – | 0.04% | 125 |
|
|
2022
Q4 | $250K | Hold |
2,936
| – | – | 0.04% | 126 |
|
|
2022
Q3 | $232K | Buy |
+2,936
| New | +$247K | 0.04% | 121 |
|
|
2018
Q3 | – | Sell |
-1,572
| Closed | -$75K | – | 283 |
|
|
2018
Q2 | $75K | Buy |
+1,572
| New | +$82.1K | 0.02% | 206 |
|
|
2017
Q2 | – | Sell |
-1,316
| Closed | -$56K | – | 386 |
|
|
2017
Q1 | $56K | Hold |
1,316
| – | – | 0.02% | 221 |
|
|
2016
Q4 | $56K | Hold |
1,316
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $42K | Hold |
1,316
| – | – | 0.01% | 241 |
|
|
2016
Q2 | $34K | Hold |
1,316
| – | – | 0.01% | 272 |
|
|
2016
Q1 | $33K | Sell |
1,316
-184
| -12% | -$4.7K | 0.01% | 254 |
|
|
2015
Q4 | $48K | Buy |
1,500
+200
| +15% | +$6.65K | 0.02% | 207 |
|
|
2015
Q3 | $41K | Sell |
1,300
-1,000
| -43% | -$36.4K | 0.02% | 220 |
|
|
2015
Q2 | $89K | Buy |
2,300
+2,000
| +667% | +$76.1K | 0.03% | 151 |
|
|
2015
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 404 |
|
|
2014
Q4 | $12K | Buy |
300
+100
| +50% | +$3.56K | ﹤0.01% | 358 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 411 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2014
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2013
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 402 |
|
|
2013
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$4.74K | ﹤0.01% | 385 |
|
Other funds holding MS
VCM
VPM
Apriem Advisors's MS Position: Q1 2026 in Review
Apriem Advisors increased its Morgan Stanley (MS) stake by 2.3% in Q1 2026, buying an estimated $17.3K and bringing the position to 4,441 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #102.
Apriem Advisors first reported a position in MS in Q2 2013 and has held it in 32 quarters since. The position peaked at $771K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Apriem Advisors held 4,441 shares of Morgan Stanley worth $731K as of Q1 2026.
- Apriem Advisors bought 100 Morgan Stanley shares in Q1 2026, an estimated $17.3K.
- Morgan Stanley made up 0.07% of Apriem Advisors's portfolio in Q1 2026, its #102 holding.
- Apriem Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 32 quarters since.
- Apriem Advisors's Morgan Stanley position peaked at $771K in Q4 2025.
- 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.