KWM
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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
2018
Q3 		– Sell
-300
Closed -$3K – 440
2018
Q2 		$3K Sell
300
-100
-25% -$5.22K ﹤0.01% 342
2018
Q1 		$3K Buy
400
+100
+33% +$5.54K ﹤0.01% 333
2017
Q4 		$3K Buy
+300
New +$15.2K ﹤0.01% 352

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.