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Darden Wealth Group’s Morgan Stanley MS Stock Holding History

Darden Wealth 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 		$387K Hold
2,350
– – 0.2% 96
2025
Q4 		$417K Hold
2,350
– – 0.2% 93
2025
Q3 		$374K Sell
2,350
-46
-2% -$6.79K 0.2% 96
2025
Q2 		$338K Hold
2,396
– – 0.2% 98
2025
Q1 		$280K Hold
2,396
– – 0.22% 87
2024
Q4 		$301K Hold
2,396
– – 0.2% 85
2024
Q3 		$250K Hold
2,396
– – 0.18% 90
2024
Q2 		$233K Hold
2,396
– – 0.14% 92
2024
Q1 		$226K Hold
2,396
– – 0.18% 95
2023
Q4 		$223K Buy
+2,396
New +$192K 0.21% 87

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

Darden Wealth Group's MS Position: Q1 2026 in Review

Darden Wealth Group held its Morgan Stanley (MS) position steady in Q1 2026 at 2,350 shares worth $387K. The position accounts for 0.2% of the portfolio, ranked #96.

Darden Wealth Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $417K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Darden Wealth Group held 2,350 shares of Morgan Stanley worth $387K as of Q1 2026.
  • Darden Wealth Group left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.2% of Darden Wealth Group's portfolio in Q1 2026, its #96 holding.
  • Darden Wealth Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Darden Wealth Group's Morgan Stanley position peaked at $417K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.