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Balboa Wealth Partners’s Morgan Stanley MS Stock Holding History

Balboa Wealth Partners’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 		$552K Buy
3,355
+174
+5% +$30.1K 0.09% 183
2025
Q4 		$565K Buy
3,181
+59
+2% +$9.84K 0.09% 176
2025
Q3 		$496K Buy
3,122
+310
+11% +$45.8K 0.09% 182
2025
Q2 		$396K Sell
2,812
-124
-4% -$15.2K 0.08% 195
2025
Q1 		$343K Sell
2,936
-865
-23% -$111K 0.08% 175
2024
Q4 		$478K Buy
+3,801
New +$468K 0.11% 146
2024
Q3 		– Sell
-2,946
Closed -$286K – 361
2024
Q2 		$286K Buy
+2,946
New +$280K 0.08% 199

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

Balboa Wealth Partners's MS Position: Q1 2026 in Review

Balboa Wealth Partners increased its Morgan Stanley (MS) stake by 5.5% in Q1 2026, buying an estimated $30.1K and bringing the position to 3,355 shares worth $552K. The position accounts for 0.09% of the portfolio, ranked #183.

Balboa Wealth Partners first reported a position in MS in Q2 2024 and has held it in 7 quarters since. The position peaked at $565K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Balboa Wealth Partners held 3,355 shares of Morgan Stanley worth $552K as of Q1 2026.
  • Balboa Wealth Partners bought 174 Morgan Stanley shares in Q1 2026, an estimated $30.1K.
  • Morgan Stanley made up 0.09% of Balboa Wealth Partners's portfolio in Q1 2026, its #183 holding.
  • Balboa Wealth Partners first reported a position in Morgan Stanley in Q2 2024 and has held it in 7 quarters since.
  • Balboa Wealth Partners's Morgan Stanley position peaked at $565K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.