Chung Wu Investment Group’s Morgan Stanley MS Stock Holding History

Chung Wu Investment Group’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	$1.48M	Sell	8,975 -730	-8%	-$126K	1.27%	19
2025 Q4	$1.72M	Buy	9,705 +45	+0.5%	+$7.51K	1.41%	16
2025 Q3	$1.54M	Buy	9,660 +8,360	+643%	+$1.23M	1.28%	17
2025 Q2	$183K	Buy	+1,300	New	+$160K	0.19%	79
2025 Q1	–	Sell	-2,100	Closed	-$264K	–	81
2024 Q4	$264K	Buy	+2,100	New	+$259K	0.27%	63

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

Chung Wu Investment Group's MS Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Morgan Stanley (MS) stake by 7.5% in Q1 2026, selling an estimated $126K and leaving 8,975 shares worth $1.48M. The position accounts for 1.27% of the portfolio, ranked #19.

Chung Wu Investment Group first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Chung Wu Investment Group held 8,975 shares of Morgan Stanley worth $1.48M as of Q1 2026.
Chung Wu Investment Group sold 730 Morgan Stanley shares in Q1 2026, an estimated $126K.
Morgan Stanley made up 1.27% of Chung Wu Investment Group's portfolio in Q1 2026, its #19 holding.
Chung Wu Investment Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
Chung Wu Investment Group's Morgan Stanley position peaked at $1.72M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.