IHT Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
9,111
+236
| +3% | +$40.9K | 0.03% | 453 |
|
|
2025
Q4 | $1.58M | Buy |
8,875
+1,430
| +19% | +$239K | 0.04% | 403 |
|
|
2025
Q3 | $1.19M | Buy |
7,445
+572
| +8% | +$84.5K | 0.03% | 485 |
|
|
2025
Q2 | $968K | Buy |
6,873
+128
| +2% | +$15.7K | 0.03% | 513 |
|
|
2025
Q1 | $787K | Buy |
6,745
+83
| +1% | +$10.7K | 0.02% | 534 |
|
|
2024
Q4 | $837K | Sell |
6,662
-2,115
| -24% | -$260K | 0.03% | 512 |
|
|
2024
Q3 | $915K | Buy |
8,777
+708
| +9% | +$71.3K | 0.03% | 524 |
|
|
2024
Q2 | $784K | Sell |
8,069
-42
| -0.5% | -$4K | 0.03% | 493 |
|
|
2024
Q1 | $764K | Sell |
8,111
-675
| -8% | -$59.4K | 0.03% | 498 |
|
|
2023
Q4 | $819K | Buy |
8,786
+110
| +1% | +$8.8K | 0.04% | 441 |
|
|
2023
Q3 | $708K | Buy |
8,676
+257
| +3% | +$22.3K | 0.04% | 447 |
|
|
2023
Q2 | $719K | Buy |
8,419
+69
| +0.8% | +$5.9K | 0.04% | 428 |
|
|
2023
Q1 | $733K | Sell |
8,350
-52
| -0.6% | -$4.85K | 0.04% | 385 |
|
|
2022
Q4 | $714K | Buy |
8,402
+77
| +0.9% | +$6.56K | 0.04% | 383 |
|
|
2022
Q3 | $658K | Buy |
8,325
+3,257
| +64% | +$275K | 0.05% | 379 |
|
|
2022
Q2 | $385K | Buy |
5,068
+316
| +7% | +$25.9K | 0.03% | 454 |
|
|
2022
Q1 | $415K | Buy |
4,752
+305
| +7% | +$29.4K | 0.03% | 468 |
|
|
2021
Q4 | $437K | Buy |
4,447
+58
| +1% | +$5.78K | 0.03% | 480 |
|
|
2021
Q3 | $427K | Sell |
4,389
-11,789
| -73% | -$1.17M | 0.03% | 475 |
|
|
2021
Q2 | $1.48M | Buy |
16,178
+12,105
| +297% | +$1.04M | 0.09% | 228 |
|
|
2021
Q1 | $316K | Sell |
4,073
-902
| -18% | -$69.1K | 0.02% | 614 |
|
|
2020
Q4 | $341K | Buy |
4,975
+697
| +16% | +$40K | 0.03% | 519 |
|
|
2020
Q3 | $207K | Buy |
+4,278
| New | +$216K | 0.02% | 598 |
|
|
2018
Q4 | – | Sell |
-5,355
| Closed | -$249K | – | 502 |
|
|
2018
Q3 | $249K | Buy |
5,355
+320
| +6% | +$15.6K | 0.05% | 360 |
|
|
2018
Q2 | $239K | Sell |
5,035
-463
| -8% | -$24.2K | 0.06% | 346 |
|
|
2018
Q1 | $290K | Buy |
5,498
+236
| +4% | +$13.1K | 0.08% | 277 |
|
|
2017
Q4 | $278K | Buy |
5,262
+368
| +8% | +$18.6K | 0.07% | 295 |
|
|
2017
Q3 | $242K | Sell |
4,894
-3,470
| -41% | -$161K | 0.1% | 216 |
|
|
2017
Q2 | $28 | Buy |
8,364
+968
| +13% | +$41.7K | 0.01% | 676 |
|
|
2017
Q1 | $309K | Buy |
7,396
+4,071
| +122% | +$181K | 0.21% | 120 |
|
|
2016
Q4 | $143K | Buy |
+3,325
| New | +$126K | 0.11% | 212 |
|
Other funds holding MS
VCM
VPM
IHT Wealth Management's MS Position: Q1 2026 in Review
IHT Wealth Management increased its Morgan Stanley (MS) stake by 2.7% in Q1 2026, buying an estimated $40.9K and bringing the position to 9,111 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #453.
IHT Wealth Management first reported a position in MS in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.58M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- IHT Wealth Management held 9,111 shares of Morgan Stanley worth $1.5M as of Q1 2026.
- IHT Wealth Management bought 236 Morgan Stanley shares in Q1 2026, an estimated $40.9K.
- Morgan Stanley made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #453 holding.
- IHT Wealth Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 31 quarters since.
- IHT Wealth Management's Morgan Stanley position peaked at $1.58M in Q4 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.