EWM
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Evercore Wealth Management’s Morgan Stanley MS Stock Holding History

Evercore 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 		$194M Sell
1,177,393
-39,209
-3% -$6.79M 3.05% 8
2025
Q4 		$216M Sell
1,216,602
-27,530
-2% -$4.59M 3.17% 8
2025
Q3 		$198M Sell
1,244,132
-17,810
-1% -$2.63M 2.9% 9
2025
Q2 		$178M Buy
1,261,942
+19,944
+2% +$2.45M 2.76% 8
2025
Q1 		$145M Sell
1,241,998
-32,424
-3% -$4.18M 2.33% 14
2024
Q4 		$160M Sell
1,274,422
-8,364
-0.7% -$1.03M 2.4% 11
2024
Q3 		$134M Sell
1,282,786
-9,392
-0.7% -$946K 2.01% 17
2024
Q2 		$126M Sell
1,292,178
-6,387
-0.5% -$608K 1.98% 15
2024
Q1 		$122M Buy
1,298,565
+23,960
+2% +$2.11M 1.92% 18
2023
Q4 		$119M Buy
1,274,605
+48,812
+4% +$3.9M 1.99% 16
2023
Q3 		$100M Sell
1,225,793
-68,742
-5% -$5.97M 1.87% 18
2023
Q2 		$111M Buy
1,294,535
+7,574
+0.6% +$648K 2.03% 13
2023
Q1 		$113M Sell
1,286,961
-363
-0% -$33.9K 2.25% 11
2022
Q4 		$109M Buy
1,287,324
+10,012
+0.8% +$853K 2.29% 9
2022
Q3 		$101M Buy
1,277,312
+12,552
+1% +$1.06M 2.28% 12
2022
Q2 		$96.2M Sell
1,264,760
-22,645
-2% -$1.85M 2.03% 13
2022
Q1 		$113M Buy
1,287,405
+3,283
+0.3% +$317K 1.99% 15
2021
Q4 		$126M Buy
1,284,122
+12,535
+1% +$1.25M 2.05% 15
2021
Q3 		$124M Sell
1,271,587
-16,128
-1% -$1.6M 2.24% 12
2021
Q2 		$118M Sell
1,287,715
-4,087
-0.3% -$350K 2.16% 13
2021
Q1 		$100M Buy
1,291,802
+7,187
+0.6% +$551K 1.99% 14
2020
Q4 		$88M Buy
1,284,615
+11,246
+0.9% +$645K 1.9% 15
2020
Q3 		$61.6M Buy
1,273,369
+25,372
+2% +$1.28M 1.51% 23
2020
Q2 		$60.3M Buy
1,247,997
+36,485
+3% +$1.53M 1.61% 19
2020
Q1 		$41.2M Buy
1,211,512
+52,547
+5% +$2.47M 1.36% 27
2019
Q4 		$59.2M Buy
1,158,965
+10,737
+0.9% +$508K 1.6% 22
2019
Q3 		$49M Buy
1,148,228
+55,433
+5% +$2.37M 1.44% 24
2019
Q2 		$47.9M Buy
1,092,795
+188,161
+21% +$8.39M 1.45% 24
2019
Q1 		$38.2M Buy
+904,634
New +$38.1M 1.23% 30
2018
Q1 		– Sell
-8,357
Closed -$438K – 631
2017
Q4 		$438K Hold
8,357
– – 0.02% 267
2017
Q3 		$403K Hold
8,357
– – 0.02% 276
2017
Q2 		$372K Sell
8,357
-1,668
-17% -$71.9K 0.01% 295
2017
Q1 		$430K Buy
10,025
+5,927
+145% +$263K 0.02% 279
2016
Q4 		$173K Sell
4,098
-357
-8% -$13.5K 0.01% 402
2016
Q3 		$142K Sell
4,455
-2,464
-36% -$73.5K 0.01% 432
2016
Q2 		$180K Sell
6,919
-2,066
-23% -$54K 0.01% 379
2016
Q1 		$224K Sell
8,985
-1,243
-12% -$31.7K 0.01% 334
2015
Q4 		$326K Buy
10,228
+168
+2% +$5.58K 0.02% 307
2015
Q3 		$317K Buy
10,060
+168
+2% +$6.12K 0.02% 323
2015
Q2 		$384K Sell
9,892
-696
-7% -$26.5K 0.02% 308
2015
Q1 		$377K Buy
10,588
+1,380
+15% +$49.5K 0.02% 316
2014
Q4 		$357K Sell
9,208
-60
-0.6% -$2.13K 0.02% 293
2014
Q3 		$320K Buy
9,268
+4,040
+77% +$135K 0.02% 328
2014
Q2 		$169K Buy
5,228
+444
+9% +$13.7K 0.01% 415
2014
Q1 		$149K Buy
4,784
+995
+26% +$30.7K 0.01% 413
2013
Q4 		$119K Buy
3,789
+524
+16% +$15.6K 0.01% 431
2013
Q3 		$87K Buy
3,265
+1,488
+84% +$39.9K 0.01% 505
2013
Q2 		$43K Buy
+1,777
New +$42.1K ﹤0.01% 582

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

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

Evercore Wealth Management reduced its Morgan Stanley (MS) stake by 3.2% in Q1 2026, selling an estimated $6.79M and leaving 1,177,393 shares worth $194M. The position accounts for 3.05% of the portfolio, ranked #8.

Evercore Wealth Management first reported a position in MS in Q2 2013 and has held it in 48 quarters since. The position peaked at $216M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Evercore Wealth Management held 1,177,393 shares of Morgan Stanley worth $194M as of Q1 2026.
  • Evercore Wealth Management sold 39,209 Morgan Stanley shares in Q1 2026, an estimated $6.79M.
  • Morgan Stanley made up 3.05% of Evercore Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Evercore Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 48 quarters since.
  • Evercore Wealth Management's Morgan Stanley position peaked at $216M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.