Connecticut Wealth Management’s Morgan Stanley MS Stock Holding History

Connecticut 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	$621K	Sell	3,776 -936	-20%	-$162K	0.03%	205
2025 Q4	$837K	Buy	4,712 +190	+4%	+$31.7K	0.04%	173
2025 Q3	$719K	Sell	4,522 -199	-4%	-$29.4K	0.03%	188
2025 Q2	$665K	Sell	4,721 -29	-0.6%	-$3.56K	0.03%	194
2025 Q1	$554K	Sell	4,750 -47	-1%	-$6.06K	0.03%	201
2024 Q4	$603K	Buy	4,797 +2	+0%	+$246	0.03%	171
2024 Q3	$500K	Sell	4,795 -216	-4%	-$21.8K	0.02%	217
2024 Q2	$487K	Buy	5,011 +517	+12%	+$49.2K	0.03%	215
2024 Q1	$423K	Sell	4,494 -1,020	-18%	-$89.8K	0.02%	230
2023 Q4	$514K	Sell	5,514 -1,823	-25%	-$146K	0.03%	208
2023 Q3	$599K	Buy	7,337 +4,429	+152%	+$385K	0.04%	159
2023 Q2	$248K	Buy	+2,908	New	+$249K	0.02%	227

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

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

Connecticut Wealth Management reduced its Morgan Stanley (MS) stake by 20% in Q1 2026, selling an estimated $162K and leaving 3,776 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #205.

Connecticut Wealth Management first reported a position in MS in Q2 2023 and has held it in 12 quarters since. The position peaked at $837K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Connecticut Wealth Management held 3,776 shares of Morgan Stanley worth $621K as of Q1 2026.
Connecticut Wealth Management sold 936 Morgan Stanley shares in Q1 2026, an estimated $162K.
Morgan Stanley made up 0.03% of Connecticut Wealth Management's portfolio in Q1 2026, its #205 holding.
Connecticut Wealth Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Morgan Stanley position peaked at $837K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.