DWM
MS icon

Destination Wealth Management’s Morgan Stanley MS Stock Holding History

Destination 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 		$1.08M Sell
6,564
-196
-3% -$33.9K 0.03% 153
2025
Q4 		$1.2M Sell
6,760
-278
-4% -$46.4K 0.03% 144
2025
Q3 		$1.12M Buy
7,038
+1,413
+25% +$209K 0.03% 136
2025
Q2 		$792K Buy
5,625
+139
+3% +$17.1K 0.02% 142
2025
Q1 		$640K Buy
5,486
+1,283
+31% +$165K 0.02% 146
2024
Q4 		$528K Buy
4,203
+171
+4% +$21.1K 0.02% 158
2024
Q3 		$420K Buy
4,032
+65
+2% +$6.55K 0.01% 174
2024
Q2 		$386K Buy
3,967
+1
+0% +$95 0.01% 159
2024
Q1 		$373K Buy
3,966
+87
+2% +$7.66K 0.01% 164
2023
Q4 		$362K Sell
3,879
-211
-5% -$16.9K 0.01% 159
2023
Q3 		$334K Sell
4,090
-71
-2% -$6.16K 0.01% 158
2023
Q2 		$355K Sell
4,161
-237
-5% -$20.3K 0.01% 162
2023
Q1 		$386K Buy
4,398
+210
+5% +$19.6K 0.01% 154
2022
Q4 		$356K Buy
4,188
+98
+2% +$8.35K 0.01% 163
2022
Q3 		$323K Sell
4,090
-8
-0.2% -$674 0.01% 153
2022
Q2 		$312K Sell
4,098
-307
-7% -$25.1K 0.01% 165
2022
Q1 		$385K Buy
4,405
+358
+9% +$34.5K 0.01% 145
2021
Q4 		$397K Buy
4,047
+18
+0.4% +$1.79K 0.01% 152
2021
Q3 		$392K Hold
4,029
– – 0.02% 135
2021
Q2 		$369K Sell
4,029
-200
-5% -$17.1K 0.01% 142
2021
Q1 		$328K Hold
4,229
– – 0.01% 148
2020
Q4 		$290K Buy
+4,229
New +$243K 0.01% 144
2019
Q3 		– Sell
-743
Closed -$33K – 367
2019
Q2 		$33K Sell
743
-28
-4% -$1.25K ﹤0.01% 328
2019
Q1 		$33K Buy
771
+215
+39% +$9.05K ﹤0.01% 331
2018
Q4 		$22K Sell
556
-41
-7% -$1.79K ﹤0.01% 346
2018
Q3 		$28K Hold
597
– – ﹤0.01% 364
2018
Q2 		$28K Buy
597
+41
+7% +$2.14K ﹤0.01% 317
2018
Q1 		$30K Buy
+556
New +$30.8K ﹤0.01% 303

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

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

Destination Wealth Management reduced its Morgan Stanley (MS) stake by 2.9% in Q1 2026, selling an estimated $33.9K and leaving 6,564 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #153.

Destination Wealth Management first reported a position in MS in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.2M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Destination Wealth Management held 6,564 shares of Morgan Stanley worth $1.08M as of Q1 2026.
  • Destination Wealth Management sold 196 Morgan Stanley shares in Q1 2026, an estimated $33.9K.
  • Morgan Stanley made up 0.03% of Destination Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Destination Wealth Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 28 quarters since.
  • Destination Wealth Management's Morgan Stanley position peaked at $1.2M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.