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Burling Wealth Partners’s Morgan Stanley MS Stock Holding History

Burling 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 		$420K Sell
2,551
-123
-5% -$21.3K 0.07% 138
2025
Q4 		$475K Buy
2,674
+189
+8% +$31.5K 0.07% 136
2025
Q3 		$395K Sell
2,485
-1,545
-38% -$228K 0.07% 137
2025
Q2 		$568K Buy
+4,030
New +$495K 0.1% 122

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

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

Burling Wealth Partners reduced its Morgan Stanley (MS) stake by 4.6% in Q1 2026, selling an estimated $21.3K and leaving 2,551 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #138.

Burling Wealth Partners first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $568K in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Burling Wealth Partners held 2,551 shares of Morgan Stanley worth $420K as of Q1 2026.
  • Burling Wealth Partners sold 123 Morgan Stanley shares in Q1 2026, an estimated $21.3K.
  • Morgan Stanley made up 0.07% of Burling Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Burling Wealth Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Burling Wealth Partners's Morgan Stanley position peaked at $568K in Q2 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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