Delos Wealth Advisors’s Morgan Stanley MS Stock Holding History

Delos Wealth Advisors’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	$85.1K	Sell	517 -14	-3%	-$2.42K	0.05%	109
2025 Q4	$94.3K	Hold	531	–	–	0.06%	72
2025 Q3	$84.4K	Hold	531	–	–	0.06%	82
2025 Q2	$74.8K	Buy	+531	New	+$65.2K	0.06%	78
2025 Q1	–	Sell	-200	Closed	-$25.1K	–	138
2024 Q4	$25.1K	Hold	200	–	–	0.02%	91
2024 Q3	$20.8K	Sell	200 -5	-2%	-$504	0.02%	97
2024 Q2	$19.9K	Hold	205	–	–	0.02%	98
2024 Q1	$19.3K	Sell	205 -198	-49%	-$17.4K	0.02%	94
2023 Q4	$37.6K	Buy	403 +400	+13,333%	+$32K	0.05%	69
2023 Q3	$256	Hold	3	–	–	﹤0.01%	344
2023 Q2	$257	Hold	3	–	–	﹤0.01%	342
2023 Q1	$264	Hold	3	–	–	﹤0.01%	351
2022 Q4	$255	Hold	3	–	–	﹤0.01%	356
2022 Q3	$0	Buy	+3	New	+$253	﹤0.01%	338

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

Delos Wealth Advisors's MS Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Morgan Stanley (MS) stake by 2.6% in Q1 2026, selling an estimated $2.42K and leaving 517 shares worth $85.1K. The position accounts for 0.05% of the portfolio, ranked #109.

Delos Wealth Advisors first reported a position in MS in Q3 2022 and has held it in 14 quarters since. The position peaked at $94.3K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Delos Wealth Advisors held 517 shares of Morgan Stanley worth $85.1K as of Q1 2026.
Delos Wealth Advisors sold 14 Morgan Stanley shares in Q1 2026, an estimated $2.42K.
Morgan Stanley made up 0.05% of Delos Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Delos Wealth Advisors first reported a position in Morgan Stanley in Q3 2022 and has held it in 14 quarters since.
Delos Wealth Advisors's Morgan Stanley position peaked at $94.3K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.