HWM
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Horizon Wealth Management’s Morgan Stanley MS Stock Holding History

Horizon 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 		$406K Buy
2,464
+2
+0.1% +$346 0.06% 94
2025
Q4 		$437K Buy
2,462
+3
+0.1% +$500 0.07% 80
2025
Q3 		$391K Buy
2,459
+54
+2% +$7.97K 0.06% 81
2025
Q2 		$339K Sell
2,405
-89
-4% -$10.9K 0.06% 75
2025
Q1 		$291K Buy
2,494
+94
+4% +$12.1K 0.05% 76
2024
Q4 		$302K Buy
2,400
+2
+0.1% +$246 0.05% 72
2024
Q3 		$250K Buy
2,398
+3
+0.1% +$302 0.05% 70
2024
Q2 		$233K Buy
2,395
+24
+1% +$2.29K 0.06% 66
2024
Q1 		$223K Buy
2,371
+84
+4% +$7.4K 0.06% 73
2023
Q4 		$213K Buy
+2,287
New +$183K 0.06% 72
2023
Q3 		– Sell
-2,546
Closed -$217K – 81
2023
Q2 		$217K Buy
2,546
+3
+0.1% +$257 0.09% 71
2023
Q1 		$223K Buy
2,543
+2
+0.1% +$187 0.17% 67
2022
Q4 		$216K Sell
2,541
-1,155
-31% -$98.4K 0.18% 62
2022
Q3 		$292K Buy
3,696
+515
+16% +$43.4K 0.21% 45
2022
Q2 		$242K Sell
3,181
-325
-9% -$26.6K 0.1% 89
2022
Q1 		$306K Buy
3,506
+2
+0.1% +$193 0.1% 80
2021
Q4 		$344K Buy
+3,504
New +$349K 0.1% 76

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

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

Horizon Wealth Management increased its Morgan Stanley (MS) stake by 0.08% in Q1 2026, buying an estimated $346 and bringing the position to 2,464 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #94.

Horizon Wealth Management first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $437K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Horizon Wealth Management held 2,464 shares of Morgan Stanley worth $406K as of Q1 2026.
  • Horizon Wealth Management bought 2 Morgan Stanley shares in Q1 2026, an estimated $346.
  • Morgan Stanley made up 0.06% of Horizon Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Horizon Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • Horizon Wealth Management's Morgan Stanley position peaked at $437K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.