Executive Wealth Group’s Morgan Stanley MS Stock Holding History

Executive Wealth Group’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
2024 Q1	$1.35M	Buy	15,153 +10,136	+202%	+$893K	0.28%	36
2023 Q4	$468K	Buy	5,017 +54	+1%	+$4.32K	0.3%	36
2023 Q3	$405K	Buy	4,963 +48	+1%	+$4.17K	0.29%	37
2023 Q2	$420K	Buy	4,915 +46	+0.9%	+$3.93K	0.28%	37
2023 Q1	$428K	Buy	4,869 +37	+0.8%	+$3.45K	0.3%	35
2022 Q4	$411K	Buy	4,832 +41	+0.9%	+$3.49K	0.31%	34
2022 Q3	$379K	Buy	4,791 +40	+0.8%	+$3.37K	0.33%	35
2022 Q2	$361K	Buy	4,751 +43	+0.9%	+$3.52K	0.28%	38
2022 Q1	$412K	Buy	4,708 +31	+0.7%	+$2.99K	0.27%	38
2021 Q4	$459K	Buy	4,677 +33	+0.7%	+$3.29K	0.28%	35
2021 Q3	$452K	Buy	4,644 +31	+0.7%	+$3.07K	0.28%	34
2021 Q2	$423K	Buy	4,613 +19	+0.4%	+$1.63K	0.25%	35
2021 Q1	$357K	Buy	4,594 +22	+0.5%	+$1.69K	0.22%	37
2020 Q4	$313K	Buy	4,572 +28	+0.6%	+$1.61K	0.21%	38
2020 Q3	$220K	Buy	4,544 +31	+0.7%	+$1.56K	0.17%	43
2020 Q2	$218K	Buy	+4,513	New	+$190K	0.17%	42
2020 Q1	–	Sell	-4,443	Closed	-$227K	–	40
2019 Q4	$227K	Buy	+4,443	New	+$210K	0.17%	38
2018 Q3	–	Sell	-4,255	Closed	-$202K	–	37
2018 Q2	$202K	Buy	4,255 +19	+0.4%	+$993	0.18%	35
2018 Q1	$229K	Buy	4,236 +20	+0.5%	+$1.11K	0.2%	33
2017 Q4	$221K	Buy	+4,216	New	+$213K	0.2%	34

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Executive Wealth Group's MS Position: Q1 2024 in Review

Executive Wealth Group increased its Morgan Stanley (MS) stake by 202% in Q1 2024, buying an estimated $893K and bringing the position to 15,153 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #36.

Executive Wealth Group first reported a position in MS in Q4 2017 and has held it in 20 quarters since. 1,798 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Executive Wealth Group held 15,153 shares of Morgan Stanley worth $1.35M as of Q1 2024.
Executive Wealth Group bought 10,136 Morgan Stanley shares in Q1 2024, an estimated $893K.
Morgan Stanley made up 0.28% of Executive Wealth Group's portfolio in Q1 2024, its #36 holding.
Executive Wealth Group first reported a position in Morgan Stanley in Q4 2017 and has held it in 20 quarters since.
1,798 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.