IWC
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Integrated Wealth Concepts’s Morgan Stanley MS Stock Holding History

Integrated Wealth Concepts’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 		$5.54M Buy
33,688
+12,252
+57% +$2.12M 0.04% 389
2025
Q4 		$3.81M Sell
21,436
-6,322
-23% -$1.05M 0.05% 352
2025
Q3 		$4.41M Buy
27,758
+369
+1% +$54.5K 0.04% 411
2025
Q2 		$3.86M Sell
27,389
-3,354
-11% -$412K 0.04% 405
2025
Q1 		$3.59M Sell
30,743
-5,478
-15% -$706K 0.04% 398
2024
Q4 		$4.55M Buy
36,221
+1,096
+3% +$135K 0.05% 321
2024
Q3 		$3.66M Sell
35,125
-1,162
-3% -$117K 0.04% 362
2024
Q2 		$3.53M Buy
36,287
+2,290
+7% +$218K 0.05% 346
2024
Q1 		$3.2M Buy
33,997
+2,185
+7% +$192K 0.05% 372
2023
Q4 		$2.97M Buy
31,812
+147
+0.5% +$11.8K 0.05% 351
2023
Q3 		$2.59M Sell
31,665
-642
-2% -$55.7K 0.05% 368
2023
Q2 		$2.76M Buy
32,307
+10,098
+45% +$864K 0.05% 349
2023
Q1 		$1.95M Buy
22,209
+461
+2% +$43K 0.04% 421
2022
Q4 		$1.85M Sell
21,748
-2,394
-10% -$204K 0.05% 336
2022
Q3 		$1.91M Buy
24,142
+919
+4% +$77.5K 0.06% 300
2022
Q2 		$1.77M Sell
23,223
-1,621
-7% -$133K 0.06% 304
2022
Q1 		$2.17M Buy
24,844
+6,220
+33% +$600K 0.07% 245
2021
Q4 		$1.83M Buy
18,624
+2,777
+18% +$277K 0.05% 281
2021
Q3 		$1.54M Buy
15,847
+3,441
+28% +$341K 0.05% 292
2021
Q2 		$1.14M Buy
12,406
+5,490
+79% +$471K 0.04% 327
2021
Q1 		$537K Buy
6,916
+1,698
+33% +$130K 0.02% 456
2020
Q4 		$358K Buy
5,218
+511
+11% +$29.3K 0.02% 481
2020
Q3 		$228K Sell
4,707
-217
-4% -$10.9K 0.01% 515
2020
Q2 		$238K Buy
+4,924
New +$207K 0.02% 444

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

Integrated Wealth Concepts's MS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Morgan Stanley (MS) stake by 57% in Q1 2026, buying an estimated $2.12M and bringing the position to 33,688 shares worth $5.54M. The position accounts for 0.04% of the portfolio, ranked #389.

Integrated Wealth Concepts first reported a position in MS in Q2 2020 and has held it in 24 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Integrated Wealth Concepts held 33,688 shares of Morgan Stanley worth $5.54M as of Q1 2026.
  • Integrated Wealth Concepts bought 12,252 Morgan Stanley shares in Q1 2026, an estimated $2.12M.
  • Morgan Stanley made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #389 holding.
  • Integrated Wealth Concepts first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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