Chicago Wealth Management’s Morgan Stanley MS Stock Holding History

Chicago 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	$1.03M	Hold	6,243	–	–	0.41%	31
2025 Q4	$1.11M	Hold	6,243	–	–	0.45%	30
2025 Q3	$992K	Hold	6,243	–	–	0.43%	28
2025 Q2	$879K	Hold	6,243	–	–	0.42%	30
2025 Q1	$728K	Hold	6,243	–	–	0.38%	30
2024 Q4	$785K	Hold	6,243	–	–	0.41%	32
2024 Q3	$651K	Hold	6,243	–	–	0.35%	34
2024 Q2	$607K	Hold	6,243	–	–	0.35%	32
2024 Q1	$588K	Hold	6,243	–	–	0.35%	32
2023 Q4	$582K	Hold	6,243	–	–	0.4%	28
2023 Q3	$510K	Hold	6,243	–	–	0.4%	28
2023 Q2	$533K	Hold	6,243	–	–	0.41%	28
2023 Q1	$548K	Hold	6,243	–	–	0.44%	28
2022 Q4	$531K	Hold	6,243	–	–	0.46%	25
2022 Q3	$493K	Hold	6,243	–	–	0.47%	21
2022 Q2	$475K	Hold	6,243	–	–	0.42%	20
2022 Q1	$546K	Hold	6,243	–	–	0.37%	31
2021 Q4	$613K	Hold	6,243	–	–	0.41%	27
2021 Q3	$608K	Hold	6,243	–	–	0.44%	25
2021 Q2	$572K	Hold	6,243	–	–	0.41%	26
2021 Q1	$485K	Buy	+6,243	New	+$478K	0.39%	27

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Chicago Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 6,243 shares worth $1.03M. The position accounts for 0.41% of the portfolio, ranked #31.

Chicago Wealth Management first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Chicago Wealth Management held 6,243 shares of Morgan Stanley worth $1.03M as of Q1 2026.
Chicago Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.41% of Chicago Wealth Management's portfolio in Q1 2026, its #31 holding.
Chicago Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Chicago Wealth Management's Morgan Stanley position peaked at $1.11M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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