MSWM
MS icon

Master's Wealth Management’s Morgan Stanley MS Stock Holding History

Master's 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 		$286K Buy
+1,739
New +$301K 0.1% 57
2025
Q3 		– Sell
-2,006
Closed -$283K – 52
2025
Q2 		$283K Buy
+2,006
New +$246K 0.13% 31

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

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

Master's Wealth Management opened a new position in Morgan Stanley (MS) in Q1 2026: 1,739 shares worth $286K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Master's Wealth Management previously reported a position in MS as recently as Q2 2025.

Master's Wealth Management first reported a position in MS in Q2 2025 and has held it in 2 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Master's Wealth Management held 1,739 shares of Morgan Stanley worth $286K as of Q1 2026.
  • Morgan Stanley was a new Master's Wealth Management position in Q1 2026.
  • Morgan Stanley made up 0.1% of Master's Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Master's Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 2 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.