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GeoWealth Management’s Morgan Stanley MS Stock Holding History

GeoWealth 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 		$925K Buy
5,621
+958
+21% +$166K 0.03% 307
2025
Q4 		$828K Sell
4,663
-358
-7% -$59.7K 0.03% 323
2025
Q3 		$798K Sell
5,021
-271
-5% -$40K 0.03% 350
2025
Q2 		$745K Sell
5,292
-925
-15% -$114K 0.03% 320
2025
Q1 		$725K Sell
6,217
-6,036
-49% -$778K 0.03% 344
2024
Q4 		$1.54M Buy
12,253
+5,269
+75% +$649K 0.05% 213
2024
Q3 		$728K Sell
6,984
-807
-10% -$81.3K 0.03% 381
2024
Q2 		$757K Buy
7,791
+429
+6% +$40.8K 0.03% 329
2024
Q1 		$693K Buy
7,362
+4,786
+186% +$421K 0.03% 363
2023
Q4 		$240K Buy
2,576
+1,518
+143% +$121K 0.02% 461
2023
Q3 		$87K Sell
1,058
-32
-3% -$2.78K 0.01% 345
2023
Q2 		$94K Buy
1,090
+106
+11% +$9.06K 0.01% 292
2023
Q1 		$87K Sell
984
-316
-24% -$29.5K 0.01% 252
2022
Q4 		$110K Buy
1,300
+49
+4% +$4.18K 0.01% 270
2022
Q3 		$98K Buy
1,251
+714
+133% +$60.2K 0.01% 273
2022
Q2 		$41K Buy
537
+43
+9% +$3.52K 0.01% 276
2022
Q1 		$43K Buy
494
+115
+30% +$11.1K ﹤0.01% 342
2021
Q4 		$37K Buy
379
+103
+37% +$10.3K ﹤0.01% 326
2021
Q3 		$26K Sell
276
-635
-70% -$62.9K ﹤0.01% 351
2021
Q2 		$84K Buy
+911
New +$78.1K 0.01% 212

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

GeoWealth Management's MS Position: Q1 2026 in Review

GeoWealth Management increased its Morgan Stanley (MS) stake by 21% in Q1 2026, buying an estimated $166K and bringing the position to 5,621 shares worth $925K. The position accounts for 0.03% of the portfolio, ranked #307.

GeoWealth Management first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • GeoWealth Management held 5,621 shares of Morgan Stanley worth $925K as of Q1 2026.
  • GeoWealth Management bought 958 Morgan Stanley shares in Q1 2026, an estimated $166K.
  • Morgan Stanley made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #307 holding.
  • GeoWealth Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • GeoWealth Management's Morgan Stanley position peaked at $1.54M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.