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Center for Wealth Management Advisory’s Morgan Stanley MS Stock Holding History

Center for Wealth Management Advisory’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 		$1.9M Sell
11,539
-1,478
-11% -$256K 1.37% 18
2025
Q4 		$2.31M Buy
+13,017
New +$2.17M 1.7% 9

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

Center for Wealth Management Advisory's MS Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $256K and leaving 11,539 shares worth $1.9M. The position accounts for 1.37% of the portfolio, ranked #18.

Center for Wealth Management Advisory first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.31M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Center for Wealth Management Advisory held 11,539 shares of Morgan Stanley worth $1.9M as of Q1 2026.
  • Center for Wealth Management Advisory sold 1,478 Morgan Stanley shares in Q1 2026, an estimated $256K.
  • Morgan Stanley made up 1.37% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #18 holding.
  • Center for Wealth Management Advisory first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Morgan Stanley position peaked at $2.31M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.