AWS
MS icon

Aspen Wealth Strategies’s Morgan Stanley MS Stock Holding History

Aspen Wealth Strategies’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 		$436K Sell
2,647
-151
-5% -$26.1K 0.23% 60
2025
Q4 		$497K Sell
2,798
-20
-0.7% -$3.34K 0.27% 53
2025
Q3 		$448K Buy
2,818
+119
+4% +$17.6K 0.25% 56
2025
Q2 		$380K Buy
2,699
+96
+4% +$11.8K 0.23% 56
2025
Q1 		$304K Hold
2,603
– – 0.2% 64
2024
Q4 		$327K Sell
2,603
-59
-2% -$7.27K 0.21% 56
2024
Q3 		$277K Buy
+2,662
New +$268K 0.18% 73

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

Aspen Wealth Strategies's MS Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Morgan Stanley (MS) stake by 5.4% in Q1 2026, selling an estimated $26.1K and leaving 2,647 shares worth $436K. The position accounts for 0.23% of the portfolio, ranked #60.

Aspen Wealth Strategies first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $497K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aspen Wealth Strategies held 2,647 shares of Morgan Stanley worth $436K as of Q1 2026.
  • Aspen Wealth Strategies sold 151 Morgan Stanley shares in Q1 2026, an estimated $26.1K.
  • Morgan Stanley made up 0.23% of Aspen Wealth Strategies's portfolio in Q1 2026, its #60 holding.
  • Aspen Wealth Strategies first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Aspen Wealth Strategies's Morgan Stanley position peaked at $497K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.