EI
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Ellevest Inc’s Morgan Stanley MS Stock Holding History

Ellevest Inc’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 		$966K Buy
5,871
+229
+4% +$39.6K 0.13% 102
2025
Q4 		$1M Buy
5,642
+926
+20% +$154K 0.14% 95
2025
Q3 		$750K Buy
4,716
+1,473
+45% +$218K 0.11% 133
2025
Q2 		$457K Sell
3,243
-1,335
-29% -$164K 0.07% 210
2025
Q1 		$534K Sell
4,578
-146
-3% -$18.8K 0.04% 180
2024
Q4 		$594K Buy
4,724
+106
+2% +$13.1K 0.03% 170
2024
Q3 		$481K Buy
+4,618
New +$465K 0.03% 224
2023
Q2 		– Sell
-1,407
Closed -$124K – 1142
2023
Q1 		$124K Sell
1,407
-194
-12% -$18.1K 0.01% 408
2022
Q4 		$136K Sell
1,601
-35
-2% -$2.98K 0.01% 373
2022
Q3 		$129K Sell
1,636
-647
-28% -$54.5K 0.01% 367
2022
Q2 		$174K Sell
2,283
-4,081
-64% -$334K 0.02% 305
2022
Q1 		$556K Buy
6,364
+849
+15% +$81.9K 0.05% 98
2021
Q4 		$541K Buy
5,515
+350
+7% +$34.9K 0.05% 95
2021
Q3 		$503K Buy
5,165
+298
+6% +$29.5K 0.05% 92
2021
Q2 		$446K Buy
4,867
+871
+22% +$74.7K 0.04% 100
2021
Q1 		$310K Buy
3,996
+3
+0.1% +$230 0.04% 126
2020
Q4 		$274K Buy
3,993
+1,742
+77% +$100K 0.04% 118
2020
Q3 		$109K Buy
2,251
+99
+5% +$4.99K 0.02% 237
2020
Q2 		$104K Buy
2,152
+866
+67% +$36.4K 0.02% 202
2020
Q1 		$44K Buy
1,286
+592
+85% +$27.9K 0.01% 256
2019
Q4 		$35K Buy
694
+660
+1,941% +$31.2K 0.01% 276
2019
Q3 		$1K Sell
34
-197
-85% -$8.42K ﹤0.01% 427
2019
Q2 		$10K Buy
+231
New +$10.3K ﹤0.01% 253

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

Ellevest Inc's MS Position: Q1 2026 in Review

Ellevest Inc increased its Morgan Stanley (MS) stake by 4.1% in Q1 2026, buying an estimated $39.6K and bringing the position to 5,871 shares worth $966K. The position accounts for 0.13% of the portfolio, ranked #102.

Ellevest Inc first reported a position in MS in Q2 2019 and has held it in 23 quarters since. The position peaked at $1M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ellevest Inc held 5,871 shares of Morgan Stanley worth $966K as of Q1 2026.
  • Ellevest Inc bought 229 Morgan Stanley shares in Q1 2026, an estimated $39.6K.
  • Morgan Stanley made up 0.13% of Ellevest Inc's portfolio in Q1 2026, its #102 holding.
  • Ellevest Inc first reported a position in Morgan Stanley in Q2 2019 and has held it in 23 quarters since.
  • Ellevest Inc's Morgan Stanley position peaked at $1M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.