EW
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Elyxium Wealth’s Morgan Stanley MS Stock Holding History

Elyxium Wealth’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 		$521K Buy
3,168
+234
+8% +$40.5K 0.17% 99
2025
Q4 		$521K Buy
2,934
+120
+4% +$20K 0.14% 105
2025
Q3 		$447K Buy
2,814
+201
+8% +$29.7K 0.16% 106
2025
Q2 		$368K Buy
2,613
+426
+19% +$52.3K 0.14% 121
2025
Q1 		$255K Buy
+2,187
New +$282K 0.11% 136

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

Elyxium Wealth's MS Position: Q1 2026 in Review

Elyxium Wealth increased its Morgan Stanley (MS) stake by 8% in Q1 2026, buying an estimated $40.5K and bringing the position to 3,168 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #99.

Elyxium Wealth first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Elyxium Wealth held 3,168 shares of Morgan Stanley worth $521K as of Q1 2026.
  • Elyxium Wealth bought 234 Morgan Stanley shares in Q1 2026, an estimated $40.5K.
  • Morgan Stanley made up 0.17% of Elyxium Wealth's portfolio in Q1 2026, its #99 holding.
  • Elyxium Wealth first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.