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FAS Wealth Partners’s Morgan Stanley MS Stock Holding History

FAS Wealth Partners’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 		$5.02M Buy
30,482
+1,310
+4% +$227K 0.31% 69
2025
Q4 		$5.18M Buy
29,172
+1,418
+5% +$237K 0.33% 63
2025
Q3 		$4.41M Buy
27,754
+1,173
+4% +$173K 0.3% 71
2025
Q2 		$3.74M Buy
26,581
+2,242
+9% +$275K 0.28% 76
2025
Q1 		$2.84M Buy
24,339
+1,093
+5% +$141K 0.23% 95
2024
Q4 		$2.92M Buy
23,246
+783
+3% +$96.4K 0.25% 89
2024
Q3 		$2.34M Buy
22,463
+1,615
+8% +$163K 0.19% 109
2024
Q2 		$2.03M Buy
20,848
+574
+3% +$54.6K 0.18% 109
2024
Q1 		$1.91M Buy
20,274
+697
+4% +$61.4K 0.17% 114
2023
Q4 		$1.83M Buy
19,577
+3,160
+19% +$253K 0.17% 115
2023
Q3 		$1.34M Buy
16,417
+1,626
+11% +$141K 0.14% 124
2023
Q2 		$1.26M Buy
14,791
+1,951
+15% +$167K 0.16% 115
2023
Q1 		$1.13M Buy
12,840
+912
+8% +$85.1K 0.12% 135
2022
Q4 		$1.01M Buy
11,928
+1,863
+19% +$159K 0.11% 143
2022
Q3 		$795K Buy
10,065
+2,103
+26% +$177K 0.09% 149
2022
Q2 		$606K Buy
+7,962
New +$652K 0.06% 173

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

FAS Wealth Partners's MS Position: Q1 2026 in Review

FAS Wealth Partners increased its Morgan Stanley (MS) stake by 4.5% in Q1 2026, buying an estimated $227K and bringing the position to 30,482 shares worth $5.02M. The position accounts for 0.31% of the portfolio, ranked #69.

FAS Wealth Partners first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.18M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • FAS Wealth Partners held 30,482 shares of Morgan Stanley worth $5.02M as of Q1 2026.
  • FAS Wealth Partners bought 1,310 Morgan Stanley shares in Q1 2026, an estimated $227K.
  • Morgan Stanley made up 0.31% of FAS Wealth Partners's portfolio in Q1 2026, its #69 holding.
  • FAS Wealth Partners first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • FAS Wealth Partners's Morgan Stanley position peaked at $5.18M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.