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IMG Wealth Management’s Morgan Stanley MS Stock Holding History

IMG 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 		$6.75K Sell
41
-65
-61% -$11.3K ﹤0.01% 344
2025
Q4 		$18.8K Buy
106
+14
+15% +$2.33K 0.01% 244
2025
Q3 		$14.6K Hold
92
– – 0.01% 231
2025
Q2 		$13K Buy
+92
New +$11.3K 0.01% 238

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

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

IMG Wealth Management reduced its Morgan Stanley (MS) stake by 61% in Q1 2026, selling an estimated $11.3K and leaving 41 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

IMG Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.8K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • IMG Wealth Management held 41 shares of Morgan Stanley worth $6.75K as of Q1 2026.
  • IMG Wealth Management sold 65 Morgan Stanley shares in Q1 2026, an estimated $11.3K.
  • Morgan Stanley made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #344 holding.
  • IMG Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Morgan Stanley position peaked at $18.8K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.