Integris Wealth Management’s Morgan Stanley MS Stock Holding History

Integris 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	–	Sell	-5,231	Closed	-$929K	–	128
2025 Q4	$929K	Hold	5,231	–	–	0.21%	39
2025 Q3	$831K	Hold	5,231	–	–	0.2%	40
2025 Q2	$737K	Hold	5,231	–	–	0.19%	42
2025 Q1	$610K	Hold	5,231	–	–	0.17%	43
2024 Q4	$658K	Hold	5,231	–	–	0.19%	42
2024 Q3	$545K	Hold	5,231	–	–	0.15%	42
2024 Q2	$508K	Hold	5,231	–	–	0.15%	42
2024 Q1	$493K	Hold	5,231	–	–	0.14%	50
2023 Q4	$488K	Hold	5,231	–	–	0.14%	50
2023 Q3	$427K	Buy	5,231 +212	+4%	+$18.4K	0.14%	48
2023 Q2	$429K	Sell	5,019 -40	-0.8%	-$3.42K	0.15%	48
2023 Q1	$444K	Buy	5,059 +40	+0.8%	+$3.73K	0.16%	47
2022 Q4	$427K	Buy	+5,019	New	+$428K	0.17%	47

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Integris Wealth Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 5,231 shares — an estimated $929K sold.

Integris Wealth Management first reported a position in MS in Q4 2022 and held it in 13 quarters. The position peaked at $929K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Integris Wealth Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Integris Wealth Management sold 5,231 Morgan Stanley shares in Q1 2026, an estimated $929K.
Integris Wealth Management first reported a position in Morgan Stanley in Q4 2022 and held it in 13 quarters.
Integris Wealth Management's Morgan Stanley position peaked at $929K in Q4 2025.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Integris Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.