EPG Wealth Management’s Morgan Stanley MS Stock Holding History

EPG 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	$235K	Buy	1,430 +6	+0.4%	+$1.04K	0.06%	172
2025 Q4	$253K	Buy	1,424 +32	+2%	+$5.34K	0.07%	174
2025 Q3	$221K	Sell	1,392 -43	-3%	-$6.35K	0.06%	178
2025 Q2	$202K	Buy	+1,435	New	+$176K	0.06%	182
2020 Q2	–	Sell	-324	Closed	-$11K	–	537
2020 Q1	$11K	Sell	324 -89	-22%	-$4.19K	0.01%	473
2019 Q4	$21K	Buy	+413	New	+$19.5K	0.02%	342

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

EPG Wealth Management increased its Morgan Stanley (MS) stake by 0.42% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,430 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #172.

EPG Wealth Management first reported a position in MS in Q4 2019 and has held it in 6 quarters since. The position peaked at $253K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

EPG Wealth Management held 1,430 shares of Morgan Stanley worth $235K as of Q1 2026.
EPG Wealth Management bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
Morgan Stanley made up 0.06% of EPG Wealth Management's portfolio in Q1 2026, its #172 holding.
EPG Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 6 quarters since.
EPG Wealth Management's Morgan Stanley position peaked at $253K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.