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Dakota Wealth Management’s Morgan Stanley MS Stock Holding History

Dakota 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 		$1.53M Sell
9,286
-37,692
-80% -$6.53M 0.03% 330
2025
Q4 		$8.34M Sell
46,978
-3,860
-8% -$644K 0.15% 122
2025
Q3 		$8.08M Buy
50,838
+39,938
+366% +$5.9M 0.16% 116
2025
Q2 		$1.54M Buy
10,900
+345
+3% +$42.4K 0.03% 313
2025
Q1 		$1.23M Sell
10,555
-20
-0.2% -$2.58K 0.03% 340
2024
Q4 		$1.33M Sell
10,575
-704
-6% -$86.7K 0.03% 317
2024
Q3 		$1.18M Sell
11,279
-765
-6% -$77K 0.03% 342
2024
Q2 		$1.17M Sell
12,044
-1,193
-9% -$114K 0.03% 336
2024
Q1 		$1.25M Sell
13,237
-216
-2% -$19K 0.03% 327
2023
Q4 		$1.25M Buy
13,453
+650
+5% +$52K 0.05% 279
2023
Q3 		$1.05M Buy
12,803
+1,785
+16% +$155K 0.05% 281
2023
Q2 		$941K Sell
11,018
-3,375
-23% -$289K 0.04% 265
2023
Q1 		$1.26M Sell
14,393
-1,059
-7% -$98.8K 0.08% 201
2022
Q4 		$1.31M Buy
15,452
+3,312
+27% +$282K 0.09% 191
2022
Q3 		$959K Buy
12,140
+1,427
+13% +$120K 0.08% 220
2022
Q2 		$815K Sell
10,713
-9,654
-47% -$791K 0.08% 206
2022
Q1 		$1.78M Buy
20,367
+5,694
+39% +$549K 0.14% 158
2021
Q4 		$1.44M Buy
14,673
+497
+4% +$49.5K 0.15% 136
2021
Q3 		$1.38M Buy
14,176
+751
+6% +$74.4K 0.16% 142
2021
Q2 		$1.23M Buy
13,425
+2,400
+22% +$206K 0.15% 141
2021
Q1 		$856K Buy
11,025
+400
+4% +$30.7K 0.11% 158
2020
Q4 		$728K Buy
+10,625
New +$610K 0.09% 175
2018
Q3 		– Sell
-4,540
Closed -$215K – 296
2018
Q2 		$215K Buy
+4,540
New +$237K 0.06% 191

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

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

Dakota Wealth Management reduced its Morgan Stanley (MS) stake by 80% in Q1 2026, selling an estimated $6.53M and leaving 9,286 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #330.

Dakota Wealth Management first reported a position in MS in Q2 2018 and has held it in 23 quarters since. The position peaked at $8.34M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Dakota Wealth Management held 9,286 shares of Morgan Stanley worth $1.53M as of Q1 2026.
  • Dakota Wealth Management sold 37,692 Morgan Stanley shares in Q1 2026, an estimated $6.53M.
  • Morgan Stanley made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Dakota Wealth Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 23 quarters since.
  • Dakota Wealth Management's Morgan Stanley position peaked at $8.34M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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