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Elk River Wealth Management’s Morgan Stanley MS Stock Holding History

Elk River 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 		$7.48M Sell
45,424
-1,880
-4% -$325K 1.24% 23
2025
Q4 		$8.39M Sell
47,304
-1,608
-3% -$268K 1.35% 23
2025
Q3 		$7.78M Sell
48,912
-750
-2% -$111K 1.25% 24
2025
Q2 		$7M Sell
49,662
-541
-1% -$66.4K 1.2% 26
2025
Q1 		$5.86M Buy
50,203
+1,663
+3% +$214K 1.1% 30
2024
Q4 		$6.1M Sell
48,540
-609
-1% -$75K 1.11% 30
2024
Q3 		$5.12M Buy
49,149
+573
+1% +$57.7K 0.93% 34
2024
Q2 		$4.72M Buy
48,576
+432
+0.9% +$41.1K 0.92% 35
2024
Q1 		$4.53M Sell
48,144
-4,824
-9% -$425K 0.92% 34
2023
Q4 		$4.94M Sell
52,968
-113
-0.2% -$9.04K 0.95% 33
2023
Q3 		$4.34M Sell
53,081
-1,731
-3% -$150K 0.96% 33
2023
Q2 		$4.68M Sell
54,812
-2,277
-4% -$195K 1% 34
2023
Q1 		$5.04M Buy
57,089
+941
+2% +$87.8K 1.14% 31
2022
Q4 		$4.77M Buy
56,148
+778
+1% +$66.3K 1.16% 29
2022
Q3 		$4.38M Buy
55,370
+912
+2% +$76.9K 1.15% 29
2022
Q2 		$4.14M Buy
54,458
+58
+0.1% +$4.75K 1.05% 29
2022
Q1 		$4.75M Buy
54,400
+3,689
+7% +$356K 1.04% 28
2021
Q4 		$4.98M Buy
50,711
+1,772
+4% +$177K 1.13% 28
2021
Q3 		$4.76M Buy
48,939
+1,738
+4% +$172K 1.2% 28
2021
Q2 		$4.33M Buy
47,201
+2,096
+5% +$180K 1.12% 32
2021
Q1 		$3.5M Buy
45,105
+6,553
+17% +$502K 1% 36
2020
Q4 		$2.64M Buy
+38,552
New +$2.21M 0.87% 43

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

Elk River Wealth Management's MS Position: Q1 2026 in Review

Elk River Wealth Management reduced its Morgan Stanley (MS) stake by 4% in Q1 2026, selling an estimated $325K and leaving 45,424 shares worth $7.48M. The position accounts for 1.24% of the portfolio, ranked #23.

Elk River Wealth Management first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.39M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Elk River Wealth Management held 45,424 shares of Morgan Stanley worth $7.48M as of Q1 2026.
  • Elk River Wealth Management sold 1,880 Morgan Stanley shares in Q1 2026, an estimated $325K.
  • Morgan Stanley made up 1.24% of Elk River Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Elk River Wealth Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's Morgan Stanley position peaked at $8.39M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.