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Flatrock Wealth Partners’s Morgan Stanley MS Stock Holding History

Flatrock 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 		– Sell
-1,352
Closed -$240K – 180
2025
Q4 		$240K Buy
+1,352
New +$226K 0.12% 136

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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
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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

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

Flatrock Wealth Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,352 shares — an estimated $240K sold.

Flatrock Wealth Partners first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Flatrock Wealth Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 1,352 Morgan Stanley shares in Q1 2026, an estimated $240K.
  • Flatrock Wealth Partners first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Flatrock Wealth Partners's Morgan Stanley position peaked at $240K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.