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BlackDiamond Wealth Management’s Morgan Stanley MS Stock Holding History

BlackDiamond Wealth Management’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 		$301K Sell
1,828
-15
-0.8% -$2.6K 0.14% 139
2025
Q4 		$336K Buy
1,843
+3
+0.2% +$500 0.16% 130
2025
Q3 		$292K Buy
1,840
+37
+2% +$5.46K 0.16% 121
2025
Q2 		$254K Buy
+1,803
New +$221K 0.15% 133

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

BlackDiamond Wealth Management's MS Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Morgan Stanley (MS) stake by 0.81% in Q1 2026, selling an estimated $2.6K and leaving 1,828 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #139.

BlackDiamond Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $336K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BlackDiamond Wealth Management held 1,828 shares of Morgan Stanley worth $301K as of Q1 2026.
  • BlackDiamond Wealth Management sold 15 Morgan Stanley shares in Q1 2026, an estimated $2.6K.
  • Morgan Stanley made up 0.14% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #139 holding.
  • BlackDiamond Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • BlackDiamond Wealth Management's Morgan Stanley position peaked at $336K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.