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Cassaday & Co Wealth Management’s Morgan Stanley MS Stock Holding History

Cassaday & Co 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 		$222K Sell
1,347
-298
-18% -$51.6K ﹤0.01% 323
2025
Q4 		$292K Buy
1,645
+260
+19% +$43.4K 0.01% 292
2025
Q3 		$220K Buy
+1,385
New +$205K 0.01% 320
2024
Q2 		– Sell
-3,437
Closed -$324K – 308
2024
Q1 		$324K Buy
+3,437
New +$303K 0.01% 213

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

Cassaday & Co Wealth Management's MS Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $51.6K and leaving 1,347 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Cassaday & Co Wealth Management first reported a position in MS in Q1 2024 and has held it in 4 quarters since. The position peaked at $324K in Q1 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,347 shares of Morgan Stanley worth $222K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 298 Morgan Stanley shares in Q1 2026, an estimated $51.6K.
  • Morgan Stanley made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #323 holding.
  • Cassaday & Co Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Morgan Stanley position peaked at $324K in Q1 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.