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Evoke Wealth’s Morgan Stanley MS Stock Holding History

Evoke Wealth’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 		$2.6M Buy
15,827
+1,203
+8% +$208K 0.05% 152
2025
Q4 		$2.6M Sell
14,624
-366
-2% -$61K 0.05% 149
2025
Q3 		$2.38M Buy
14,990
+4,235
+39% +$625K 0.05% 145
2025
Q2 		$1.52M Sell
10,755
-2,261
-17% -$278K 0.03% 191
2025
Q1 		$1.52M Buy
13,016
+528
+4% +$68K 0.04% 159
2024
Q4 		$1.57M Sell
12,488
-273
-2% -$33.6K 0.04% 152
2024
Q3 		$1.33M Buy
+12,761
New +$1.29M 0.04% 164
2024
Q2 		– Sell
-11,774
Closed -$1.11M – 285
2024
Q1 		$1.11M Buy
+11,774
New +$1.04M 0.03% 172
2023
Q4 		– Sell
-6,844
Closed -$559K – 253
2023
Q3 		$559K Sell
6,844
-682
-9% -$59.2K 0.02% 224
2023
Q2 		$643K Buy
7,526
+1,787
+31% +$153K 0.02% 199
2023
Q1 		$504K Buy
5,739
+391
+7% +$36.5K 0.02% 215
2022
Q4 		$455K Sell
5,348
-61
-1% -$5.2K 0.02% 226
2022
Q3 		$427K Buy
5,409
+21
+0.4% +$1.77K 0.02% 226
2022
Q2 		$410K Sell
5,388
-235
-4% -$19.2K 0.02% 240
2022
Q1 		$491K Buy
5,623
+117
+2% +$11.3K 0.02% 238
2021
Q4 		$541K Buy
5,506
+590
+12% +$58.8K 0.02% 229
2021
Q3 		$478K Sell
4,916
-194
-4% -$19.2K 0.02% 234
2021
Q2 		$469K Sell
5,110
-4,970
-49% -$426K 0.02% 242
2021
Q1 		$783K Buy
10,080
+1,993
+25% +$153K 0.04% 173
2020
Q4 		$554K Buy
8,087
+2,511
+45% +$144K 0.04% 143
2020
Q3 		$270K Sell
5,576
-40
-0.7% -$2.02K 0.02% 184
2020
Q2 		$271K Buy
5,616
+60
+1% +$2.52K 0.03% 168
2020
Q1 		$189K Sell
5,556
-168
-3% -$7.91K 0.03% 189
2019
Q4 		$293K Sell
5,724
-46
-0.8% -$2.18K 0.04% 176
2019
Q3 		$246K Buy
+5,770
New +$247K 0.03% 229

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

Evoke Wealth's MS Position: Q1 2026 in Review

Evoke Wealth increased its Morgan Stanley (MS) stake by 8.2% in Q1 2026, buying an estimated $208K and bringing the position to 15,827 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #152.

Evoke Wealth first reported a position in MS in Q3 2019 and has held it in 25 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Evoke Wealth held 15,827 shares of Morgan Stanley worth $2.6M as of Q1 2026.
  • Evoke Wealth bought 1,203 Morgan Stanley shares in Q1 2026, an estimated $208K.
  • Morgan Stanley made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #152 holding.
  • Evoke Wealth first reported a position in Morgan Stanley in Q3 2019 and has held it in 25 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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