EPIMS
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Evelyn Partners Investment Management Services’s Morgan Stanley MS Stock Holding History

Evelyn Partners Investment Management Services’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 		$30.4K Hold
185
– – ﹤0.01% 200
2025
Q4 		$32.8K Hold
185
– – ﹤0.01% 194
2025
Q3 		$29.4K Hold
185
– – ﹤0.01% 205
2025
Q2 		$26.1K Hold
185
– – ﹤0.01% 197
2025
Q1 		$21.6K Hold
185
– – ﹤0.01% 203
2024
Q4 		$23.3K Buy
+185
New +$22.8K ﹤0.01% 206

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

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

Evelyn Partners Investment Management Services held its Morgan Stanley (MS) position steady in Q1 2026 at 185 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Evelyn Partners Investment Management Services first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.8K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Evelyn Partners Investment Management Services held 185 shares of Morgan Stanley worth $30.4K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #200 holding.
  • Evelyn Partners Investment Management Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Morgan Stanley position peaked at $32.8K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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