Glass Wealth Management’s Morgan Stanley MS Stock Holding History

Glass Wealth 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	$5.07M	Buy	30,819 +850	+3%	+$147K	1.97%	20
2025 Q4	$5.32M	Buy	29,969 +2,643	+10%	+$441K	2.18%	14
2025 Q3	$4.34M	Buy	27,326 +2,990	+12%	+$442K	1.94%	17
2025 Q2	$3.43M	Buy	24,336 +120	+0.5%	+$14.7K	1.83%	17
2025 Q1	$2.83M	Sell	24,216 -3,132	-11%	-$404K	1.7%	22
2024 Q4	$3.44M	Buy	27,348 +1,565	+6%	+$193K	1.87%	15
2024 Q3	$2.69M	Buy	25,783 +1,088	+4%	+$110K	1.49%	28
2024 Q2	$2.4M	Buy	24,695 +865	+4%	+$82.3K	1.4%	30
2024 Q1	$2.24M	Buy	+23,830	New	+$2.1M	1.37%	32

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glass Wealth Management's MS Position: Q1 2026 in Review

Glass Wealth Management increased its Morgan Stanley (MS) stake by 2.8% in Q1 2026, buying an estimated $147K and bringing the position to 30,819 shares worth $5.07M. The position accounts for 1.97% of the portfolio, ranked #20.

Glass Wealth Management first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.32M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Glass Wealth Management held 30,819 shares of Morgan Stanley worth $5.07M as of Q1 2026.
Glass Wealth Management bought 850 Morgan Stanley shares in Q1 2026, an estimated $147K.
Morgan Stanley made up 1.97% of Glass Wealth Management's portfolio in Q1 2026, its #20 holding.
Glass Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Glass Wealth Management's Morgan Stanley position peaked at $5.32M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.