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

Aprio 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 		$1.24M Buy
7,506
+536
+8% +$92.8K 0.07% 168
2025
Q4 		$1.31M Buy
6,970
+2,177
+45% +$363K 0.08% 161
2025
Q3 		$762K Buy
4,793
+797
+20% +$118K 0.08% 154
2025
Q2 		$563K Buy
3,996
+253
+7% +$31.1K 0.06% 171
2025
Q1 		$437K Sell
3,743
-250
-6% -$32.2K 0.05% 195
2024
Q4 		$502K Buy
3,993
+492
+14% +$60.6K 0.07% 135
2024
Q3 		$365K Sell
3,501
-94
-3% -$9.47K 0.06% 165
2024
Q2 		$349K Buy
3,595
+59
+2% +$5.62K 0.06% 145
2024
Q1 		$333K Buy
3,536
+446
+14% +$39.3K 0.07% 136
2023
Q4 		$288K Sell
3,090
-131
-4% -$10.5K 0.06% 138
2023
Q3 		$263K Buy
3,221
+4
+0.1% +$347 0.07% 125
2023
Q2 		$275K Sell
3,217
-223
-6% -$19.1K 0.08% 114
2023
Q1 		$302K Buy
3,440
+415
+14% +$38.7K 0.09% 98
2022
Q4 		$257K Buy
3,025
+425
+16% +$36.2K 0.09% 98
2022
Q3 		$205K Sell
2,600
-490
-16% -$41.3K 0.08% 102
2022
Q2 		$235K Buy
+3,090
New +$253K 0.09% 91
2022
Q1 		– Sell
-2,052
Closed -$201K – 91
2021
Q4 		$201K Buy
+2,052
New +$204K 0.08% 74

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

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

Aprio Wealth Management increased its Morgan Stanley (MS) stake by 7.7% in Q1 2026, buying an estimated $92.8K and bringing the position to 7,506 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #168.

Aprio Wealth Management first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aprio Wealth Management held 7,506 shares of Morgan Stanley worth $1.24M as of Q1 2026.
  • Aprio Wealth Management bought 536 Morgan Stanley shares in Q1 2026, an estimated $92.8K.
  • Morgan Stanley made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Aprio Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • Aprio Wealth Management's Morgan Stanley position peaked at $1.31M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.