Evolution Wealth Advisors’s Morgan Stanley MS Stock Holding History

Evolution Wealth Advisors’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	–	Sell	-1,179	Closed	-$209K	–	182
2025 Q4	$209K	Sell	1,179 -258	-18%	-$43K	0.02%	159
2025 Q3	$228K	Hold	1,437	–	–	0.03%	154
2025 Q2	$202K	Buy	+1,437	New	+$176K	0.03%	162
2021 Q4	–	Sell	-1,215	Closed	-$118K	–	449
2021 Q3	$118K	Hold	1,215	–	–	0.03%	142
2021 Q2	$111K	Hold	1,215	–	–	0.02%	157
2021 Q1	$94K	Hold	1,215	–	–	0.02%	153
2020 Q4	$83K	Buy	1,215 +105	+9%	+$6.03K	0.02%	142
2020 Q3	$54K	Buy	1,110 +1,000	+909%	+$50.4K	0.01%	176
2020 Q2	$5K	Sell	110 -63,552	-100%	-$2.67M	﹤0.01%	371
2020 Q1	$2.17M	Buy	63,662 +63,416	+25,779%	+$2.99M	0.87%	28
2019 Q4	$13K	Sell	246 -487	-66%	-$23.1K	﹤0.01%	262
2019 Q3	$31K	Buy	733 +538	+276%	+$23K	0.01%	66
2019 Q2	$9K	Buy	+195	New	+$8.7K	﹤0.01%	187

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

Evolution Wealth Advisors's MS Position: Q1 2026 in Review

Evolution Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,179 shares — an estimated $209K sold.

Evolution Wealth Advisors first reported a position in MS in Q2 2019 and held it in 13 quarters. The position peaked at $2.17M in Q1 2020. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Evolution Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 1,179 Morgan Stanley shares in Q1 2026, an estimated $209K.
Evolution Wealth Advisors first reported a position in Morgan Stanley in Q2 2019 and held it in 13 quarters.
Evolution Wealth Advisors's Morgan Stanley position peaked at $2.17M in Q1 2020.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.