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High Note Wealth’s Morgan Stanley MS Stock Holding History

High Note 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 		$31.9K Buy
194
+7
+4% +$1.21K 0.01% 229
2025
Q4 		$33.2K Buy
187
+70
+60% +$11.7K 0.01% 221
2025
Q3 		$18.6K Buy
117
+4
+4% +$591 ﹤0.01% 256
2025
Q2 		$15.9K Sell
113
-2
-2% -$246 ﹤0.01% 259
2025
Q1 		$13.4K Hold
115
– – ﹤0.01% 263
2024
Q4 		$14.5K Buy
+115
New +$14.2K ﹤0.01% 262

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

High Note Wealth's MS Position: Q1 2026 in Review

High Note Wealth increased its Morgan Stanley (MS) stake by 3.7% in Q1 2026, buying an estimated $1.21K and bringing the position to 194 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #229.

High Note Wealth first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.2K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • High Note Wealth held 194 shares of Morgan Stanley worth $31.9K as of Q1 2026.
  • High Note Wealth bought 7 Morgan Stanley shares in Q1 2026, an estimated $1.21K.
  • Morgan Stanley made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #229 holding.
  • High Note Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Morgan Stanley position peaked at $33.2K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.