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IBEX Wealth Advisors’s Morgan Stanley MS Stock Holding History

IBEX Wealth Advisors’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 		$1.31M Sell
7,945
-26,820
-77% -$4.64M 0.12% 96
2025
Q4 		$6.17M Buy
34,765
+1,859
+6% +$310K 0.6% 63
2025
Q3 		$5.23M Buy
32,906
+23,625
+255% +$3.49M 0.5% 63
2025
Q2 		$1.31M Buy
+9,281
New +$1.14M 0.14% 93
2025
Q1 		– Sell
-3,999
Closed -$503K – 178
2024
Q4 		$503K Buy
+3,999
New +$493K 0.06% 148
2024
Q3 		– Sell
-1,702
Closed -$165K – 199
2024
Q2 		$165K Sell
1,702
-5,005
-75% -$476K 0.03% 136
2024
Q1 		$570K Buy
+6,707
New +$591K 0.15% 82
2023
Q1 		– Sell
-6,707
Closed -$570K – 134
2022
Q4 		$570K Buy
+6,707
New +$572K 0.13% 117
2022
Q2 		– Sell
-5,112
Closed -$447K – 173
2022
Q1 		$447K Sell
5,112
-23,588
-82% -$2.28M 0.09% 121
2021
Q4 		$2.82M Buy
28,700
+1,390
+5% +$138K 0.5% 76
2021
Q3 		$2.66M Buy
27,310
+1,049
+4% +$104K 0.51% 77
2021
Q2 		$2.41M Buy
26,261
+1,263
+5% +$108K 0.48% 78
2021
Q1 		$1.94M Sell
24,998
-4,365
-15% -$335K 0.48% 79
2020
Q4 		$2.01M Buy
29,363
+3,731
+15% +$214K 0.53% 72
2020
Q3 		$1.24M Buy
25,632
+2,002
+8% +$101K 0.36% 80
2020
Q2 		$1.14M Buy
+23,630
New +$992K 0.37% 81
2018
Q4 		– Sell
-75,323
Closed -$3.51M – 92
2018
Q3 		$3.51M Sell
75,323
-17,536
-19% -$856K 1.26% 32
2018
Q2 		$4.89M Hold
92,859
– – 1.96% 12
2018
Q1 		$4.89M Buy
92,859
+4,892
+6% +$271K 1.99% 12
2017
Q4 		$4.65M Sell
87,967
-848
-1% -$42.9K 2.06% 16
2017
Q3 		$4.39M Buy
88,815
+88
+0.1% +$4.08K 1.63% 15
2017
Q2 		$4.08M Buy
88,727
+7,987
+10% +$344K 1.61% 15
2017
Q1 		$3.37M Buy
80,740
+5,598
+7% +$248K 2.08% 15
2016
Q4 		$3.2M Buy
+75,142
New +$2.84M 1.53% 17

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

IBEX Wealth Advisors's MS Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Morgan Stanley (MS) stake by 77% in Q1 2026, selling an estimated $4.64M and leaving 7,945 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #96.

IBEX Wealth Advisors first reported a position in MS in Q4 2016 and has held it in 24 quarters since. The position peaked at $6.17M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • IBEX Wealth Advisors held 7,945 shares of Morgan Stanley worth $1.31M as of Q1 2026.
  • IBEX Wealth Advisors sold 26,820 Morgan Stanley shares in Q1 2026, an estimated $4.64M.
  • Morgan Stanley made up 0.12% of IBEX Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • IBEX Wealth Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 24 quarters since.
  • IBEX Wealth Advisors's Morgan Stanley position peaked at $6.17M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.