MGWM
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Marks Group Wealth Management’s Morgan Stanley MS Stock Holding History

Marks Group 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 		$273K Buy
1,662
+4
+0.2% +$693 0.03% 303
2025
Q4 		$294K Buy
1,658
+4
+0.2% +$667 0.03% 288
2025
Q3 		$263K Buy
1,654
+5
+0.3% +$738 0.02% 270
2025
Q2 		$232K Buy
+1,649
New +$203K 0.02% 279

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

Marks Group Wealth Management's MS Position: Q1 2026 in Review

Marks Group Wealth Management increased its Morgan Stanley (MS) stake by 0.24% in Q1 2026, buying an estimated $693 and bringing the position to 1,662 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #303.

Marks Group Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Marks Group Wealth Management held 1,662 shares of Morgan Stanley worth $273K as of Q1 2026.
  • Marks Group Wealth Management bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
  • Morgan Stanley made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Marks Group Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Marks Group Wealth Management's Morgan Stanley position peaked at $294K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.