FIM
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FWL Investment Management’s Morgan Stanley MS Stock Holding History

FWL Investment Management’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
-270
Closed -$47.9K – 388
2025
Q4 		$47.9K Buy
270
+201
+291% +$33.5K 0.01% 165
2025
Q3 		$11K Hold
69
– – ﹤0.01% 243
2025
Q2 		$9.72K Buy
+69
New +$8.47K ﹤0.01% 230

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

FWL Investment Management's MS Position: Q1 2026 in Review

FWL Investment Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 270 shares — an estimated $47.9K sold.

FWL Investment Management first reported a position in MS in Q2 2025 and held it in 3 quarters. The position peaked at $47.9K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • FWL Investment Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 270 Morgan Stanley shares in Q1 2026, an estimated $47.9K.
  • FWL Investment Management first reported a position in Morgan Stanley in Q2 2025 and held it in 3 quarters.
  • FWL Investment Management's Morgan Stanley position peaked at $47.9K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.