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Ashton Thomas Private Wealth’s Morgan Stanley MS Stock Holding History

Ashton Thomas Private Wealth’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 		$3.62M Buy
21,993
+1,482
+7% +$257K 0.09% 243
2025
Q4 		$3.64M Buy
20,511
+2,336
+13% +$390K 0.09% 221
2025
Q3 		$2.89M Buy
18,175
+1,505
+9% +$222K 0.07% 260
2025
Q2 		$2.35M Sell
16,670
-5,488
-25% -$674K 0.08% 249
2025
Q1 		$2.59M Sell
22,158
-8,711
-28% -$1.12M 0.1% 227
2024
Q4 		$3.88M Buy
30,869
+6,427
+26% +$792K 0.15% 163
2024
Q3 		$2.55M Sell
24,442
-899
-4% -$90.5K 0.13% 181
2024
Q2 		$2.46M Sell
25,341
-987
-4% -$94K 0.13% 171
2024
Q1 		$2.48M Buy
26,328
+669
+3% +$58.9K 0.14% 178
2023
Q4 		$2.39M Buy
25,659
+131
+0.5% +$10.5K 0.15% 174
2023
Q3 		$2.08M Buy
25,528
+2,144
+9% +$186K 0.15% 175
2023
Q2 		$2M Buy
23,384
+2,432
+12% +$208K 0.15% 165
2023
Q1 		$1.84M Buy
20,952
+246
+1% +$23K 0.16% 169
2022
Q4 		$1.76M Sell
20,706
-92
-0.4% -$7.84K 0.18% 160
2022
Q3 		$1.64M Buy
20,798
+787
+4% +$66.3K 0.19% 154
2022
Q2 		$1.52M Buy
20,011
+5,581
+39% +$457K 0.16% 157
2022
Q1 		$1.26M Buy
14,430
+2,641
+22% +$255K 0.11% 217
2021
Q4 		$1.16M Buy
11,789
+3,836
+48% +$382K 0.11% 210
2021
Q3 		$774K Buy
7,953
+121
+2% +$12K 0.11% 204
2021
Q2 		$718K Sell
7,832
-3,797
-33% -$326K 0.11% 207
2021
Q1 		$903K Sell
11,629
-842
-7% -$64.5K 0.15% 156
2020
Q4 		$855K Buy
12,471
+290
+2% +$16.6K 0.16% 165
2020
Q3 		$589K Sell
12,181
-4,218
-26% -$212K 0.15% 165
2020
Q2 		$792K Buy
+16,399
New +$689K 0.24% 114

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

Ashton Thomas Private Wealth's MS Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Morgan Stanley (MS) stake by 7.2% in Q1 2026, buying an estimated $257K and bringing the position to 21,993 shares worth $3.62M. The position accounts for 0.09% of the portfolio, ranked #243.

Ashton Thomas Private Wealth first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.88M in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ashton Thomas Private Wealth held 21,993 shares of Morgan Stanley worth $3.62M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,482 Morgan Stanley shares in Q1 2026, an estimated $257K.
  • Morgan Stanley made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #243 holding.
  • Ashton Thomas Private Wealth first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Ashton Thomas Private Wealth's Morgan Stanley position peaked at $3.88M in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.