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Arete Wealth Advisors’s Morgan Stanley MS Stock Holding History

Arete Wealth Advisors’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 		– Sell
-4,840
Closed -$859K – 580
2025
Q4 		$859K Buy
4,840
+825
+21% +$138K 0.05% 312
2025
Q3 		$641K Buy
4,015
+382
+11% +$56.4K 0.04% 375
2025
Q2 		$512K Sell
3,633
-8,489
-70% -$1.04M 0.04% 403
2025
Q1 		$667K Buy
12,122
+7,245
+149% +$934K 0.05% 317
2024
Q4 		$613K Buy
4,877
+268
+6% +$33K 0.04% 354
2024
Q3 		$478K Sell
4,609
-526
-10% -$53K 0.04% 387
2024
Q2 		$497K Buy
+5,135
New +$489K 0.04% 392
2024
Q1 		– Sell
-5,636
Closed -$489K – 599
2023
Q4 		$489K Sell
5,636
-46
-0.8% -$3.68K 0.04% 405
2023
Q3 		$434K Buy
5,682
+868
+18% +$75.4K 0.08% 263
2023
Q2 		$398K Sell
4,814
-613
-11% -$52.4K 0.04% 416
2023
Q1 		$476K Sell
5,427
-327
-6% -$30.5K 0.04% 357
2022
Q4 		$489M Sell
5,754
-36
-0.6% -$3.07K 0.04% 329
2022
Q3 		$458K Buy
5,790
+2,785
+93% +$235K 0.04% 313
2022
Q2 		$229K Sell
3,005
-830
-22% -$68K 0.02% 395
2022
Q1 		$297K Sell
3,835
-24
-0.6% -$2.31K 0.02% 379
2021
Q4 		$341K Buy
3,859
+380
+11% +$37.9K 0.03% 363
2021
Q3 		$296K Sell
3,479
-116
-3% -$11.5K 0.03% 330
2021
Q2 		$267K Sell
3,595
-1,091
-23% -$93.5K 0.04% 284
2021
Q1 		$325K Buy
4,686
+1,145
+32% +$87.8K 0.04% 305
2020
Q4 		$211K Buy
+3,541
New +$203K 0.03% 372
2018
Q4 		– Sell
-6,350
Closed -$296K – 395
2018
Q3 		$296K Buy
+6,350
New +$310K 0.07% 273

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

Arete Wealth Advisors's MS Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 4,840 shares — an estimated $859K sold.

Arete Wealth Advisors first reported a position in MS in Q3 2018 and held it in 21 quarters. The position peaked at $489M in Q4 2022. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,840 Morgan Stanley shares in Q1 2026, an estimated $859K.
  • Arete Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and held it in 21 quarters.
  • Arete Wealth Advisors's Morgan Stanley position peaked at $489M in Q4 2022.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.