Journey Strategic Wealth’s Morgan Stanley MS Stock Holding History

Journey Strategic 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	$1.37M	Buy	8,354 +99	+1%	+$17.1K	0.03%	142
2025 Q4	$1.47M	Buy	8,255 +75	+0.9%	+$12.5K	0.04%	129
2025 Q3	$1.3M	Buy	8,180 +118	+1%	+$17.4K	0.04%	136
2025 Q2	$1.14M	Buy	8,062 +4,399	+120%	+$540K	0.04%	146
2025 Q1	$427K	Buy	3,663 +334	+10%	+$43K	0.01%	260
2024 Q4	$419K	Sell	3,329 -50	-1%	-$6.16K	0.02%	256
2024 Q3	$352K	Buy	3,379 +465	+16%	+$46.8K	0.01%	295
2024 Q2	$283K	Buy	+2,914	New	+$277K	0.01%	266
2023 Q1	–	Sell	-2,662	Closed	-$226K	–	272
2022 Q4	$226K	Sell	2,662 -175	-6%	-$14.9K	0.03%	188
2022 Q3	$225K	Buy	+2,837	New	+$239K	0.03%	140
2022 Q2	–	Sell	-2,679	Closed	-$234K	–	183
2022 Q1	$234K	Hold	2,679	–	–	0.03%	134
2021 Q4	$263K	Buy	+2,679	New	+$267K	0.03%	139

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Journey Strategic Wealth's MS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Morgan Stanley (MS) stake by 1.2% in Q1 2026, buying an estimated $17.1K and bringing the position to 8,354 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #142.

Journey Strategic Wealth first reported a position in MS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Journey Strategic Wealth held 8,354 shares of Morgan Stanley worth $1.37M as of Q1 2026.
Journey Strategic Wealth bought 99 Morgan Stanley shares in Q1 2026, an estimated $17.1K.
Morgan Stanley made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #142 holding.
Journey Strategic Wealth first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
Journey Strategic Wealth's Morgan Stanley position peaked at $1.47M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.