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Beta Wealth Group’s Morgan Stanley MS Stock Holding History

Beta Wealth Group’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 		$662K Sell
4,020
-499
-11% -$86.4K 0.27% 64
2025
Q4 		$802K Sell
4,519
-198
-4% -$33K 0.32% 50
2025
Q3 		$750K Buy
4,717
+1,085
+30% +$160K 0.3% 54
2025
Q2 		$512K Sell
3,632
-1,096
-23% -$135K 0.19% 71
2025
Q1 		$552K Buy
4,728
+202
+4% +$26K 0.2% 61
2024
Q4 		$569K Sell
4,526
-2,398
-35% -$295K 0.25% 63
2024
Q3 		$722K Buy
6,924
+405
+6% +$40.8K 0.33% 51
2024
Q2 		$634K Buy
6,519
+205
+3% +$19.5K 0.3% 55
2024
Q1 		$595K Sell
6,314
-396
-6% -$34.9K 0.29% 54
2023
Q4 		$626K Buy
6,710
+806
+14% +$64.5K 0.33% 46
2023
Q3 		$482K Buy
5,904
+104
+2% +$9.03K 0.29% 63
2023
Q2 		$495K Buy
5,800
+900
+18% +$77K 0.29% 60
2023
Q1 		$430K Buy
4,900
+300
+7% +$28K 0.25% 64
2022
Q4 		$391K Buy
4,600
+300
+7% +$25.6K 0.26% 66
2022
Q3 		$340K Buy
4,300
+300
+8% +$25.3K 0.25% 57
2022
Q2 		$304K Buy
4,000
+300
+8% +$24.6K 0.2% 64
2022
Q1 		$323K Buy
+3,700
New +$357K 0.22% 65
2021
Q3 		– Sell
-2,300
Closed -$211K – 66
2021
Q2 		$211K Buy
+2,300
New +$197K 0.15% 62

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

Beta Wealth Group's MS Position: Q1 2026 in Review

Beta Wealth Group reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $86.4K and leaving 4,020 shares worth $662K. The position accounts for 0.27% of the portfolio, ranked #64.

Beta Wealth Group first reported a position in MS in Q2 2021 and has held it in 18 quarters since. The position peaked at $802K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Beta Wealth Group held 4,020 shares of Morgan Stanley worth $662K as of Q1 2026.
  • Beta Wealth Group sold 499 Morgan Stanley shares in Q1 2026, an estimated $86.4K.
  • Morgan Stanley made up 0.27% of Beta Wealth Group's portfolio in Q1 2026, its #64 holding.
  • Beta Wealth Group first reported a position in Morgan Stanley in Q2 2021 and has held it in 18 quarters since.
  • Beta Wealth Group's Morgan Stanley position peaked at $802K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.