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EP Wealth Advisors’s Morgan Stanley MS Stock Holding History

EP 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 		$7.72M Buy
46,909
+2,854
+6% +$494K 0.04% 248
2025
Q4 		$7.82M Buy
+44,055
New +$7.35M 0.04% 226
2025
Q2 		$6.25M Buy
44,360
+11,087
+33% +$1.36M 0.04% 236
2025
Q1 		$3.88M Buy
33,273
+8,776
+36% +$1.13M 0.03% 253
2024
Q4 		$3.08M Buy
24,497
+2,374
+11% +$292K 0.03% 284
2024
Q3 		$2.31M Buy
22,123
+4,572
+26% +$460K 0.02% 332
2024
Q2 		$1.71M Buy
17,551
+7,185
+69% +$684K 0.02% 309
2024
Q1 		$976K Buy
10,366
+1,158
+13% +$102K 0.01% 378
2023
Q4 		$859K Sell
9,208
-3,536
-28% -$283K 0.01% 393
2023
Q3 		$1.04M Buy
12,744
+8,547
+204% +$742K 0.02% 325
2023
Q2 		$1.04M Sell
4,197
-1,824
-30% -$156K 0.02% 327
2023
Q1 		$261K Sell
6,021
-943
-14% -$88K ﹤0.01% 519
2022
Q4 		$592K Buy
+6,964
New +$594K 0.01% 351
2022
Q3 		– Sell
-8,995
Closed -$684K – 521
2022
Q2 		$684K Buy
8,995
+2,777
+45% +$227K 0.02% 317
2022
Q1 		$543K Sell
6,218
-833
-12% -$80.4K 0.01% 367
2021
Q4 		$692K Buy
7,051
+150
+2% +$14.9K 0.02% 302
2021
Q3 		$672K Buy
6,901
+514
+8% +$50.9K 0.02% 288
2021
Q2 		$586K Sell
6,387
-103
-2% -$8.83K 0.02% 310
2021
Q1 		$504K Buy
6,490
+617
+11% +$47.3K 0.02% 312
2020
Q4 		$402K Buy
+5,873
New +$337K 0.01% 302
2020
Q1 		– Sell
-3,979
Closed -$203K – 411
2019
Q4 		$203K Buy
+3,979
New +$188K 0.01% 393
2019
Q3 		– Sell
-5,281
Closed -$231K – 364
2019
Q2 		$231K Buy
5,281
+498
+10% +$22.2K 0.01% 274
2019
Q1 		$202K Buy
+4,783
New +$201K 0.02% 235
2018
Q4 		– Sell
-4,552
Closed -$212K – 284
2018
Q3 		$212K Buy
+4,552
New +$222K 0.02% 265
2018
Q2 		– Sell
-3,782
Closed -$204K – 206
2018
Q1 		$204K Buy
+3,782
New +$209K 0.02% 199

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

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

EP Wealth Advisors increased its Morgan Stanley (MS) stake by 6.5% in Q1 2026, buying an estimated $494K and bringing the position to 46,909 shares worth $7.72M. The position accounts for 0.04% of the portfolio, ranked #248.

EP Wealth Advisors first reported a position in MS in Q1 2018 and has held it in 25 quarters since. The position peaked at $7.82M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • EP Wealth Advisors held 46,909 shares of Morgan Stanley worth $7.72M as of Q1 2026.
  • EP Wealth Advisors bought 2,854 Morgan Stanley shares in Q1 2026, an estimated $494K.
  • Morgan Stanley made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #248 holding.
  • EP Wealth Advisors first reported a position in Morgan Stanley in Q1 2018 and has held it in 25 quarters since.
  • EP Wealth Advisors's Morgan Stanley position peaked at $7.82M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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