Fairway Wealth’s Morgan Stanley MS Stock Holding History

Fairway 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	–	Sell	-57	Closed	-$10.1K	–	246
2025 Q4	$10.1K	Buy	+57	New	+$9.51K	﹤0.01%	149
2024 Q3	–	Sell	-109	Closed	-$10.6K	–	278
2024 Q2	$10.6K	Buy	+109	New	+$10.4K	0.01%	134

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

Fairway Wealth's MS Position: Q1 2026 in Review

Fairway Wealth sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 57 shares — an estimated $10.1K sold.

Fairway Wealth first reported a position in MS in Q2 2024 and held it in 2 quarters. The position peaked at $10.6K in Q2 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fairway Wealth reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Fairway Wealth sold 57 Morgan Stanley shares in Q1 2026, an estimated $10.1K.
Fairway Wealth first reported a position in Morgan Stanley in Q2 2024 and held it in 2 quarters.
Fairway Wealth's Morgan Stanley position peaked at $10.6K in Q2 2024.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.