LWL
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Leo Wealth LLC’s Morgan Stanley MS Stock Holding History

Leo Wealth LLC’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 		$408K Buy
2,478
+180
+8% +$31.2K 0.03% 297
2025
Q4 		$408K Buy
2,298
+231
+11% +$38.5K 0.03% 292
2025
Q3 		$329K Sell
2,067
-91
-4% -$13.4K 0.04% 221
2025
Q2 		$304K Buy
+2,158
New +$265K 0.02% 309
2025
Q1 		– Sell
-1,797
Closed -$226K – 339
2024
Q4 		$226K Buy
+1,797
New +$221K 0.02% 324

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

Leo Wealth LLC's MS Position: Q1 2026 in Review

Leo Wealth LLC increased its Morgan Stanley (MS) stake by 7.8% in Q1 2026, buying an estimated $31.2K and bringing the position to 2,478 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #297.

Leo Wealth LLC first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $408K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Leo Wealth LLC held 2,478 shares of Morgan Stanley worth $408K as of Q1 2026.
  • Leo Wealth LLC bought 180 Morgan Stanley shares in Q1 2026, an estimated $31.2K.
  • Morgan Stanley made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #297 holding.
  • Leo Wealth LLC first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • Leo Wealth LLC's Morgan Stanley position peaked at $408K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.