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Evolve Private Wealth’s Morgan Stanley MS Stock Holding History

Evolve Private 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 		$2.21M Buy
13,441
+2,388
+22% +$413K 0.12% 165
2025
Q4 		$1.96M Buy
+11,053
New +$1.84M 0.12% 166

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

Evolve Private Wealth's MS Position: Q1 2026 in Review

Evolve Private Wealth increased its Morgan Stanley (MS) stake by 22% in Q1 2026, buying an estimated $413K and bringing the position to 13,441 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #165.

Evolve Private Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Evolve Private Wealth held 13,441 shares of Morgan Stanley worth $2.21M as of Q1 2026.
  • Evolve Private Wealth bought 2,388 Morgan Stanley shares in Q1 2026, an estimated $413K.
  • Morgan Stanley made up 0.12% of Evolve Private Wealth's portfolio in Q1 2026, its #165 holding.
  • Evolve Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.