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Exencial Wealth Advisors’s Morgan Stanley MS Stock Holding History

Exencial 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 		$686K Buy
4,171
+109
+3% +$18.9K 0.02% 348
2025
Q4 		$721K Buy
4,062
+93
+2% +$15.5K 0.02% 338
2025
Q3 		$631K Buy
3,969
+324
+9% +$47.8K 0.02% 341
2025
Q2 		$513K Sell
3,645
-761
-17% -$93.5K 0.02% 364
2025
Q1 		$514K Buy
4,406
+121
+3% +$15.6K 0.02% 356
2024
Q4 		$539K Buy
4,285
+196
+5% +$24.1K 0.02% 352
2024
Q3 		$426K Sell
4,089
-113
-3% -$11.4K 0.02% 385
2024
Q2 		$408K Sell
4,202
-386
-8% -$36.7K 0.02% 386
2024
Q1 		$432K Buy
4,588
+564
+14% +$49.7K 0.02% 379
2023
Q4 		$375K Buy
4,024
+122
+3% +$9.76K 0.02% 393
2023
Q3 		$319K Sell
3,902
-1,313
-25% -$114K 0.02% 361
2023
Q2 		$445K Buy
5,215
+20
+0.4% +$1.71K 0.02% 312
2023
Q1 		$456K Buy
5,195
+100
+2% +$9.33K 0.02% 296
2022
Q4 		$433K Buy
5,095
+72
+1% +$6.14K 0.02% 309
2022
Q3 		$397K Buy
5,023
+17
+0.3% +$1.43K 0.02% 305
2022
Q2 		$381K Buy
5,006
+231
+5% +$18.9K 0.02% 309
2022
Q1 		$417K Sell
4,775
-726
-13% -$70K 0.02% 307
2021
Q4 		$540K Buy
5,501
+3,096
+129% +$308K 0.03% 299
2021
Q3 		$234K Sell
2,405
-2,753
-53% -$273K 0.01% 298
2021
Q2 		$473K Buy
5,158
+1,166
+29% +$100K 0.03% 320
2021
Q1 		$310K Buy
3,992
+87
+2% +$6.67K 0.02% 349
2020
Q4 		$268K Buy
+3,905
New +$224K 0.02% 322
2020
Q3 		– Sell
-4,882
Closed -$236K – 361
2020
Q2 		$236K Buy
+4,882
New +$205K 0.02% 292

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

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

Exencial Wealth Advisors increased its Morgan Stanley (MS) stake by 2.7% in Q1 2026, buying an estimated $18.9K and bringing the position to 4,171 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #348.

Exencial Wealth Advisors first reported a position in MS in Q2 2020 and has held it in 23 quarters since. The position peaked at $721K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Exencial Wealth Advisors held 4,171 shares of Morgan Stanley worth $686K as of Q1 2026.
  • Exencial Wealth Advisors bought 109 Morgan Stanley shares in Q1 2026, an estimated $18.9K.
  • Morgan Stanley made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #348 holding.
  • Exencial Wealth Advisors first reported a position in Morgan Stanley in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Morgan Stanley position peaked at $721K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.