Evelyn Partners Asset Management’s Morgan Stanley MS Stock Holding History

Evelyn Partners Asset 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	$107K	Hold	653	–	–	0.03%	132
2025 Q4	$116K	Hold	653	–	–	0.03%	119
2025 Q3	$104K	Hold	653	–	–	0.02%	120
2025 Q2	$92K	Hold	653	–	–	0.02%	113
2025 Q1	$76.2K	Hold	653	–	–	0.02%	120
2024 Q4	$82.1K	Buy	+653	New	+$80.4K	0.02%	117

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

Evelyn Partners Asset Management's MS Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 653 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #132.

Evelyn Partners Asset Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $116K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Evelyn Partners Asset Management held 653 shares of Morgan Stanley worth $107K as of Q1 2026.
Evelyn Partners Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #132 holding.
Evelyn Partners Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Morgan Stanley position peaked at $116K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.