GWM
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Greenwich Wealth Management’s Morgan Stanley MS Stock Holding History

Greenwich 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 		$2.1M Sell
12,776
-83
-0.6% -$14.4K 0.09% 114
2025
Q4 		$2.28M Buy
12,859
+145
+1% +$24.2K 0.1% 111
2025
Q3 		$2.02M Sell
12,714
-119
-0.9% -$17.6K 0.1% 106
2025
Q2 		$1.81M Sell
12,833
-19,915
-61% -$2.45M 0.09% 100
2025
Q1 		$3.82M Buy
32,748
+19,045
+139% +$2.45M 0.29% 44
2024
Q4 		$1.72M Buy
13,703
+1,036
+8% +$128K 0.12% 87
2024
Q3 		$1.32M Sell
12,667
-118,400
-90% -$11.9M 0.09% 99
2024
Q2 		$12.7M Sell
131,067
-8,497
-6% -$809K 0.93% 15
2024
Q1 		$13.1M Buy
139,564
+115,098
+470% +$10.1M 1.05% 13
2023
Q4 		$2.28M Hold
24,466
– – 0.23% 64
2023
Q3 		$2M Hold
24,466
– – 0.21% 63
2023
Q2 		$2.09M Sell
24,466
-197
-0.8% -$16.8K 0.22% 69
2023
Q1 		$2.17M Sell
24,663
-103
-0.4% -$9.61K 0.24% 64
2022
Q4 		$2.11M Sell
24,766
-205
-0.8% -$17.5K 0.23% 67
2022
Q3 		$1.97M Buy
24,971
+336
+1% +$28.3K 0.21% 66
2022
Q2 		$1.87M Sell
24,635
-488
-2% -$40K 0.25% 68
2022
Q1 		$2.2M Sell
25,123
-162
-0.6% -$15.6K 0.22% 68
2021
Q4 		$2.48M Sell
25,285
-18
-0.1% -$1.79K 0.2% 63
2021
Q3 		$2.46M Sell
25,303
-158
-0.6% -$15.7K 0.2% 61
2021
Q2 		$2.33M Sell
25,461
-203
-0.8% -$17.4K 0.2% 63
2021
Q1 		$1.99M Sell
25,664
-1,651
-6% -$127K 0.16% 69
2020
Q4 		$1.87M Buy
27,315
+23,036
+538% +$1.32M 0.16% 69
2020
Q3 		$207K Sell
4,279
-37
-0.9% -$1.86K 0.04% 175
2020
Q2 		$208K Buy
+4,316
New +$181K 0.04% 170
2019
Q4 		– Sell
-262,866
Closed -$11.2M – 193
2019
Q3 		$11.2M Sell
262,866
-1,175
-0.4% -$50.2K 2.19% 11
2019
Q2 		$11.6M Buy
264,041
+292
+0.1% +$13K 1.99% 11
2019
Q1 		$11.1M Buy
263,749
+179
+0.1% +$7.53K 1.97% 11
2018
Q4 		$10.5M Buy
263,570
+524
+0.2% +$22.9K 2.08% 11
2018
Q3 		$12.3M Buy
263,046
+110
+0% +$5.37K 2.14% 10
2018
Q2 		$12.5M Sell
262,936
-133
-0.1% -$6.95K 2.21% 9
2018
Q1 		$14.2M Sell
263,069
-160
-0.1% -$8.86K 2.24% 8
2017
Q4 		$13.8M Buy
263,229
+152
+0.1% +$7.69K 2.31% 6
2017
Q3 		$12.7M Sell
263,077
-588,398
-69% -$27.3M 2.18% 8
2017
Q2 		$37.9M Sell
851,475
-800
-0.1% -$34.5K 6.35% 3
2017
Q1 		$36.5M Buy
852,275
+2,275
+0.3% +$101K 4.86% 4
2016
Q4 		$35.9M Hold
850,000
– – 4.53% 4
2016
Q3 		$27.3M Hold
850,000
– – 4.82% 3
2016
Q2 		$22.1M Hold
850,000
– – 5.34% 2
2016
Q1 		$21.3M Buy
850,000
+384,700
+83% +$9.82M 5.5% 2
2015
Q4 		$14.8M Sell
465,300
-75,500
-14% -$2.51M 3.63% 5
2015
Q3 		$17M Buy
+540,800
New +$19.7M 4.12% 4
2015
Q1 		– Sell
-450,300
Closed -$17.5M – 179
2014
Q4 		$17.5M Hold
450,300
– – 1.16% 17
2014
Q3 		$15.6M Hold
450,300
– – 1.05% 19
2014
Q2 		$14.6M Hold
450,300
– – 0.97% 21
2014
Q1 		$14M Hold
450,300
– – 0.97% 20
2013
Q4 		$14.1M Hold
450,300
– – 1.43% 21
2013
Q3 		$12.1M Sell
450,300
-300,000
-40% -$8.05M 0.87% 24
2013
Q2 		$18.3M Buy
+750,300
New +$17.8M 1.36% 10

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

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

Greenwich Wealth Management reduced its Morgan Stanley (MS) stake by 0.65% in Q1 2026, selling an estimated $14.4K and leaving 12,776 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #114.

Greenwich Wealth Management first reported a position in MS in Q2 2013 and has held it in 48 quarters since. The position peaked at $37.9M in Q2 2017. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Greenwich Wealth Management held 12,776 shares of Morgan Stanley worth $2.1M as of Q1 2026.
  • Greenwich Wealth Management sold 83 Morgan Stanley shares in Q1 2026, an estimated $14.4K.
  • Morgan Stanley made up 0.09% of Greenwich Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Greenwich Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 48 quarters since.
  • Greenwich Wealth Management's Morgan Stanley position peaked at $37.9M in Q2 2017.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.