LWM
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Liberty Wealth Management’s Morgan Stanley MS Stock Holding History

Liberty 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 		$239K Sell
1,453
-227
-14% -$39.3K 0.03% 237
2025
Q4 		$298K Buy
1,680
+133
+9% +$22.2K 0.04% 194
2025
Q3 		$246K Sell
1,547
-110
-7% -$16.2K 0.03% 209
2025
Q2 		$233K Buy
+1,657
New +$204K 0.04% 203
2023
Q2 		– Sell
-3,467
Closed -$300K – 215
2023
Q1 		$300K Buy
+3,467
New +$324K 0.06% 174
2021
Q4 		– Sell
-100
Closed -$10K – 752
2021
Q3 		$10K Buy
100
+44
+79% +$4.36K ﹤0.01% 820
2021
Q2 		$5K Sell
56
-50
-47% -$4.29K ﹤0.01% 794
2021
Q1 		$7K Hold
106
– – ﹤0.01% 660
2020
Q4 		$7K Buy
106
+1
+1% +$57 ﹤0.01% 653
2020
Q3 		$5K Buy
105
+1
+1% +$50 ﹤0.01% 630
2020
Q2 		$5K Buy
104
+74
+247% +$3.11K ﹤0.01% 615
2020
Q1 		$1K Sell
30
-11
-27% -$518 ﹤0.01% 823
2019
Q4 		$2K Sell
41
-13
-24% -$615 ﹤0.01% 774
2019
Q3 		$2K Hold
54
– – ﹤0.01% 747
2019
Q2 		$2K Sell
54
-11
-17% -$491 ﹤0.01% 768
2019
Q1 		$2K Sell
65
-691
-91% -$29.1K ﹤0.01% 637
2018
Q4 		$29K Buy
+756
New +$33K 0.02% 276

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

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

Liberty Wealth Management reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $39.3K and leaving 1,453 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #237.

Liberty Wealth Management first reported a position in MS in Q4 2018 and has held it in 17 quarters since. The position peaked at $300K in Q1 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Liberty Wealth Management held 1,453 shares of Morgan Stanley worth $239K as of Q1 2026.
  • Liberty Wealth Management sold 227 Morgan Stanley shares in Q1 2026, an estimated $39.3K.
  • Morgan Stanley made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Liberty Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 17 quarters since.
  • Liberty Wealth Management's Morgan Stanley position peaked at $300K in Q1 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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