FWI
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Facet Wealth Inc’s Morgan Stanley MS Stock Holding History

Facet Wealth Inc’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 		$835K Buy
5,072
+2,592
+105% +$449K 0.01% 119
2025
Q4 		$452K Buy
2,480
+832
+50% +$139K 0.01% 167
2025
Q3 		$262K Buy
+1,648
New +$243K 0.01% 184

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

Facet Wealth Inc's MS Position: Q1 2026 in Review

Facet Wealth Inc increased its Morgan Stanley (MS) stake by 105% in Q1 2026, buying an estimated $449K and bringing the position to 5,072 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #119.

Facet Wealth Inc first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Facet Wealth Inc held 5,072 shares of Morgan Stanley worth $835K as of Q1 2026.
  • Facet Wealth Inc bought 2,592 Morgan Stanley shares in Q1 2026, an estimated $449K.
  • Morgan Stanley made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #119 holding.
  • Facet Wealth Inc first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.