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Kingsview Wealth Management’s Morgan Stanley MS Stock Holding History

Kingsview 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 		$1.39M Buy
8,457
+798
+10% +$138K 0.02% 587
2025
Q4 		$1.36M Sell
7,659
-480
-6% -$80.1K 0.02% 556
2025
Q3 		$1.29M Buy
8,139
+75
+0.9% +$11.1K 0.02% 546
2025
Q2 		$1.14M Buy
8,064
+260
+3% +$31.9K 0.02% 550
2025
Q1 		$910K Buy
7,804
+1,565
+25% +$202K 0.02% 567
2024
Q4 		$784K Sell
6,239
-377
-6% -$46.4K 0.02% 614
2024
Q3 		$690K Buy
6,616
+1,025
+18% +$103K 0.01% 623
2024
Q2 		$543K Buy
5,591
+17
+0.3% +$1.62K 0.01% 661
2024
Q1 		$525K Sell
5,574
-688
-11% -$60.6K 0.01% 653
2023
Q4 		$584K Sell
6,262
-523
-8% -$41.8K 0.02% 602
2023
Q3 		$554K Buy
6,785
+1,070
+19% +$92.9K 0.02% 592
2023
Q2 		$488K Sell
5,715
-170
-3% -$14.5K 0.02% 599
2023
Q1 		$517K Buy
5,885
+633
+12% +$59.1K 0.02% 566
2022
Q4 		$447K Sell
5,252
-117
-2% -$9.97K 0.02% 546
2022
Q3 		$424K Sell
5,369
-1,003
-16% -$84.5K 0.02% 541
2022
Q2 		$485K Sell
6,372
-2,293
-26% -$188K 0.02% 543
2022
Q1 		$757K Sell
8,665
-154
-2% -$14.9K 0.03% 474
2021
Q4 		$866K Buy
8,819
+2,046
+30% +$204K 0.04% 445
2021
Q3 		$659K Buy
6,773
+1,297
+24% +$129K 0.03% 484
2021
Q2 		$504K Buy
5,476
+552
+11% +$47.3K 0.02% 556
2021
Q1 		$385K Buy
4,924
+1,973
+67% +$151K 0.02% 576
2020
Q4 		$202K Buy
+2,951
New +$169K 0.01% 660
2018
Q4 		– Sell
-5,664
Closed -$264K – 422
2018
Q3 		$264K Buy
5,664
+1,283
+29% +$62.7K 0.05% 305
2018
Q2 		$208K Buy
4,381
+85
+2% +$4.44K 0.05% 300
2018
Q1 		$232K Sell
4,296
-235
-5% -$13K 0.06% 286
2017
Q4 		$238K Hold
4,531
– – 0.08% 275
2017
Q3 		$218K Sell
4,531
-870
-16% -$40.4K 0.1% 251
2017
Q2 		$241K Buy
5,401
+650
+14% +$28K 0.12% 213
2017
Q1 		$204K Buy
+4,751
New +$211K 0.12% 221

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

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

Kingsview Wealth Management increased its Morgan Stanley (MS) stake by 10% in Q1 2026, buying an estimated $138K and bringing the position to 8,457 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #587.

Kingsview Wealth Management first reported a position in MS in Q1 2017 and has held it in 29 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kingsview Wealth Management held 8,457 shares of Morgan Stanley worth $1.39M as of Q1 2026.
  • Kingsview Wealth Management bought 798 Morgan Stanley shares in Q1 2026, an estimated $138K.
  • Morgan Stanley made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #587 holding.
  • Kingsview Wealth Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 29 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.