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Avion Wealth’s Morgan Stanley MS Stock Holding History

Avion 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 		$38K Buy
235
+19
+9% +$3.29K 0.01% 240
2025
Q4 		$38K Sell
216
-3
-1% -$500 0.01% 242
2025
Q3 		$34K Buy
219
+20
+10% +$2.95K 0.01% 265
2025
Q2 		$28K Buy
199
+58
+41% +$7.12K 0.01% 267
2025
Q1 		$17K Hold
141
– – ﹤0.01% 311
2024
Q4 		$17K Buy
141
+8
+6% +$985 ﹤0.01% 311
2024
Q3 		$13K Buy
133
+18
+16% +$1.81K ﹤0.01% 324
2024
Q2 		$11K Sell
115
-63
-35% -$6K ﹤0.01% 316
2024
Q1 		$17K Buy
178
+12
+7% +$1.06K ﹤0.01% 241
2023
Q4 		$15K Sell
166
-3
-2% -$240 ﹤0.01% 236
2023
Q3 		$13K Buy
169
+3
+2% +$260 ﹤0.01% 248
2023
Q2 		$14K Sell
166
-54
-25% -$4.62K ﹤0.01% 264
2023
Q1 		$18K Buy
220
+17
+8% +$1.59K ﹤0.01% 221
2022
Q4 		$16K Hold
203
– – 0.01% 230
2022
Q3 		$16K Sell
203
-78
-28% -$6.57K 0.01% 231
2022
Q2 		$21K Buy
281
+72
+34% +$5.9K 0.01% 202
2022
Q1 		$18K Buy
209
+106
+103% +$10.2K 0.01% 187
2021
Q4 		$10K Hold
103
– – ﹤0.01% 236
2021
Q3 		$10K Buy
103
+100
+3,333% +$9.91K ﹤0.01% 233
2021
Q2 		$0 Hold
3
– – ﹤0.01% 398
2021
Q1 		$0 Hold
3
– – ﹤0.01% 371
2020
Q4 		$0 Buy
+3
New +$172 ﹤0.01% 367

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

Avion Wealth's MS Position: Q1 2026 in Review

Avion Wealth increased its Morgan Stanley (MS) stake by 8.8% in Q1 2026, buying an estimated $3.29K and bringing the position to 235 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #240.

Avion Wealth first reported a position in MS in Q4 2020 and has held it in 22 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Avion Wealth held 235 shares of Morgan Stanley worth $38K as of Q1 2026.
  • Avion Wealth bought 19 Morgan Stanley shares in Q1 2026, an estimated $3.29K.
  • Morgan Stanley made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #240 holding.
  • Avion Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.