Focus Partners Wealth
MS icon

Focus Partners Wealth’s Morgan Stanley MS Stock Holding History

Focus Partners 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 		$63.3M Sell
383,619
-3,233
-0.8% -$560K 0.07% 246
2025
Q4 		$68.7M Buy
386,852
+150,054
+63% +$25M 0.08% 230
2025
Q3 		$37.6M Buy
236,798
+3,915
+2% +$578K 0.06% 264
2025
Q2 		$32.8M Buy
232,883
+62,533
+37% +$7.68M 0.07% 257
2025
Q1 		$19.9M Sell
170,350
-6,869
-4% -$885K 0.05% 328
2024
Q4 		$22.3M Buy
177,219
+102,451
+137% +$12.6M 0.06% 300
2024
Q3 		$7.79M Sell
74,768
-247,268
-77% -$24.9M 0.02% 457
2024
Q2 		$31.3M Buy
322,036
+185,669
+136% +$17.7M 0.11% 189
2024
Q1 		$12.8M Buy
136,367
+129,842
+1,990% +$11.4M 0.1% 190
2023
Q4 		$608K Buy
+6,525
New +$522K 0.01% 542

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

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

Focus Partners Wealth reduced its Morgan Stanley (MS) stake by 0.84% in Q1 2026, selling an estimated $560K and leaving 383,619 shares worth $63.3M. The position accounts for 0.07% of the portfolio, ranked #246.

Focus Partners Wealth first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $68.7M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Focus Partners Wealth held 383,619 shares of Morgan Stanley worth $63.3M as of Q1 2026.
  • Focus Partners Wealth sold 3,233 Morgan Stanley shares in Q1 2026, an estimated $560K.
  • Morgan Stanley made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #246 holding.
  • Focus Partners Wealth first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Morgan Stanley position peaked at $68.7M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.