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Imprint Wealth’s Morgan Stanley MS Stock Holding History

Imprint Wealth’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 		$2.63K Sell
16
-79
-83% -$13.7K 0.01% 211
2025
Q4 		$16.9K Buy
+95
New +$15.8K 0.08% 99
2023
Q3 		– Sell
-3,958
Closed -$338K – 173
2023
Q2 		$338K Buy
3,958
+11
+0.3% +$941 0.21% 130
2023
Q1 		$347K Buy
+3,947
New +$368K 0.23% 119

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

Imprint Wealth's MS Position: Q1 2026 in Review

Imprint Wealth reduced its Morgan Stanley (MS) stake by 83% in Q1 2026, selling an estimated $13.7K and leaving 16 shares worth $2.63K. The position accounts for 0.01% of the portfolio, ranked #211.

Imprint Wealth first reported a position in MS in Q1 2023 and has held it in 4 quarters since. The position peaked at $347K in Q1 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Imprint Wealth held 16 shares of Morgan Stanley worth $2.63K as of Q1 2026.
  • Imprint Wealth sold 79 Morgan Stanley shares in Q1 2026, an estimated $13.7K.
  • Morgan Stanley made up 0.01% of Imprint Wealth's portfolio in Q1 2026, its #211 holding.
  • Imprint Wealth first reported a position in Morgan Stanley in Q1 2023 and has held it in 4 quarters since.
  • Imprint Wealth's Morgan Stanley position peaked at $347K in Q1 2023.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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