MWM
MS icon

Manske Wealth Management’s Morgan Stanley MS Stock Holding History

Manske 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 		$349K Buy
2,123
+35
+2% +$6.06K 0.1% 156
2025
Q4 		$371K Sell
2,088
-16
-0.8% -$2.67K 0.11% 136
2025
Q3 		$334K Hold
2,104
– – 0.1% 145
2025
Q2 		$296K Buy
2,104
+320
+18% +$39.3K 0.1% 148
2025
Q1 		$208K Buy
+1,784
New +$230K 0.08% 166

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

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

Manske Wealth Management increased its Morgan Stanley (MS) stake by 1.7% in Q1 2026, buying an estimated $6.06K and bringing the position to 2,123 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #156.

Manske Wealth Management first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Manske Wealth Management held 2,123 shares of Morgan Stanley worth $349K as of Q1 2026.
  • Manske Wealth Management bought 35 Morgan Stanley shares in Q1 2026, an estimated $6.06K.
  • Morgan Stanley made up 0.1% of Manske Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Manske Wealth Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Manske Wealth Management's Morgan Stanley position peaked at $371K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Manske Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.