Keebeck Wealth Management’s Morgan Stanley MS Stock Holding History

Keebeck 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	$399K	Buy	2,427 +354	+17%	+$61.3K	0.04%	258
2025 Q4	$368K	Buy	2,073 +102	+5%	+$17K	0.04%	265
2025 Q3	$313K	Buy	1,971 +158	+9%	+$23.3K	0.04%	297
2025 Q2	$255K	Buy	1,813 +58	+3%	+$7.12K	0.03%	299
2025 Q1	$205K	Buy	1,755 +97	+6%	+$12.5K	0.03%	263
2024 Q4	$208K	Buy	+1,658	New	+$204K	0.03%	265
2022 Q4	–	Sell	-3,102	Closed	-$245K	–	247
2022 Q3	$245K	Hold	3,102	–	–	0.05%	208
2022 Q2	$236K	Buy	+3,102	New	+$254K	0.05%	210
2020 Q3	–	Sell	-1,060	Closed	-$51K	–	294
2020 Q2	$51K	Buy	+1,060	New	+$44.5K	0.02%	214
2020 Q1	–	Sell	-1,060	Closed	-$54K	–	268
2019 Q4	$54K	Buy	+1,060	New	+$50.2K	0.02%	214

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

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

Keebeck Wealth Management increased its Morgan Stanley (MS) stake by 17% in Q1 2026, buying an estimated $61.3K and bringing the position to 2,427 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #258.

Keebeck Wealth Management first reported a position in MS in Q4 2019 and has held it in 10 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Keebeck Wealth Management held 2,427 shares of Morgan Stanley worth $399K as of Q1 2026.
Keebeck Wealth Management bought 354 Morgan Stanley shares in Q1 2026, an estimated $61.3K.
Morgan Stanley made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #258 holding.
Keebeck Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 10 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.