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IAG Wealth Partners’s Morgan Stanley MS Stock Holding History

IAG Wealth Partners’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 		$54.3K Buy
330
+111
+51% +$19.2K 0.01% 205
2025
Q4 		$38.9K Hold
219
– – ﹤0.01% 235
2025
Q3 		$34.8K Hold
219
– – ﹤0.01% 252
2025
Q2 		$30.8K Hold
219
– – ﹤0.01% 239
2025
Q1 		$25.6K Hold
219
– – ﹤0.01% 257
2024
Q4 		$27.5K Buy
+219
New +$27K ﹤0.01% 252
2020
Q1 		– Sell
-435
Closed -$23K – 447
2019
Q4 		$23K Buy
+435
New +$20.6K 0.02% 165

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

IAG Wealth Partners's MS Position: Q1 2026 in Review

IAG Wealth Partners increased its Morgan Stanley (MS) stake by 51% in Q1 2026, buying an estimated $19.2K and bringing the position to 330 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #205.

IAG Wealth Partners first reported a position in MS in Q4 2019 and has held it in 7 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • IAG Wealth Partners held 330 shares of Morgan Stanley worth $54.3K as of Q1 2026.
  • IAG Wealth Partners bought 111 Morgan Stanley shares in Q1 2026, an estimated $19.2K.
  • Morgan Stanley made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #205 holding.
  • IAG Wealth Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 7 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.