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Legacy Capital Wealth Partners’s Morgan Stanley MS Stock Holding History

Legacy Capital Wealth Partners’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 		$322K Buy
1,958
+154
+9% +$26.7K 0.07% 282
2025
Q4 		$320K Sell
1,804
-77
-4% -$12.8K 0.07% 290
2025
Q3 		$299K Buy
1,881
+184
+11% +$27.2K 0.07% 312
2025
Q2 		$239K Buy
+1,697
New +$208K 0.05% 334

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

Legacy Capital Wealth Partners's MS Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Morgan Stanley (MS) stake by 8.5% in Q1 2026, buying an estimated $26.7K and bringing the position to 1,958 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #282.

Legacy Capital Wealth Partners first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Legacy Capital Wealth Partners held 1,958 shares of Morgan Stanley worth $322K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 154 Morgan Stanley shares in Q1 2026, an estimated $26.7K.
  • Morgan Stanley made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • Legacy Capital Wealth Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.