McIlrath & Eck’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.3K | Buy |
597
+84
| +16% | +$14.5K | 0.01% | 383 |
|
|
2025
Q4 | $91.1K | Buy |
513
+487
| +1,873% | +$81.2K | 0.01% | 257 |
|
|
2025
Q3 | $4.13K | Sell |
26
-9
| -26% | -$1.33K | ﹤0.01% | 768 |
|
|
2025
Q2 | $4.93K | Hold |
35
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $4.08K | Hold |
35
| – | – | ﹤0.01% | 757 |
|
|
2024
Q4 | $4.4K | Hold |
35
| – | – | ﹤0.01% | 779 |
|
|
2024
Q3 | $3.65K | Sell |
35
-35
| -50% | -$3.52K | ﹤0.01% | 796 |
|
|
2024
Q2 | $6.8K | Hold |
70
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $6.59K | Hold |
70
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $6.53K | Hold |
70
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $5.72K | Hold |
70
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $5.98K | Buy |
70
+47
| +204% | +$4.02K | ﹤0.01% | 635 |
|
|
2023
Q1 | $2.02K | Sell |
23
-1,147
| -98% | -$107K | ﹤0.01% | 776 |
|
|
2022
Q4 | $99.5K | Hold |
1,170
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $92K | Hold |
1,170
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $89K | Buy |
1,170
+119
| +11% | +$9.75K | 0.03% | 147 |
|
|
2022
Q1 | $92K | Hold |
1,051
| – | – | 0.03% | 151 |
|
|
2021
Q4 | $103K | Buy |
1,051
+81
| +8% | +$8.07K | 0.03% | 136 |
|
|
2021
Q3 | $94K | Hold |
970
| – | – | 0.03% | 145 |
|
|
2021
Q2 | $89K | Buy |
970
+432
| +80% | +$37K | 0.03% | 168 |
|
|
2021
Q1 | $42K | Buy |
538
+148
| +38% | +$11.3K | 0.01% | 227 |
|
|
2020
Q4 | $27K | Hold |
390
| – | – | 0.01% | 258 |
|
|
2020
Q3 | $19K | Sell |
390
-100
| -20% | -$5.04K | 0.01% | 277 |
|
|
2020
Q2 | $24K | Hold |
490
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $17K | Hold |
490
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $25K | Sell |
490
-825
| -63% | -$39K | 0.01% | 202 |
|
|
2019
Q3 | $56K | Hold |
1,315
| – | – | 0.03% | 115 |
|
|
2019
Q2 | $55K | Hold |
1,315
| – | – | 0.03% | 121 |
|
|
2019
Q1 | $55K | Hold |
1,315
| – | – | 0.03% | 121 |
|
|
2018
Q4 | $52K | Sell |
1,315
-144
| -10% | -$6.28K | 0.03% | 118 |
|
|
2018
Q3 | $68K | Hold |
1,459
| – | – | 0.04% | 111 |
|
|
2018
Q2 | $69K | Hold |
1,459
| – | – | 0.04% | 97 |
|
|
2018
Q1 | $79K | Sell |
1,459
-468
| -24% | -$25.9K | 0.05% | 96 |
|
|
2017
Q4 | $101K | Buy |
+1,927
| New | +$97.5K | 0.06% | 85 |
|
Other funds holding MS
McIlrath & Eck's MS Position: Q1 2026 in Review
McIlrath & Eck increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $14.5K and bringing the position to 597 shares worth $98.3K. The position accounts for 0.01% of the portfolio, ranked #383.
McIlrath & Eck first reported a position in MS in Q4 2017 and has held it in 34 quarters since. The position peaked at $103K in Q4 2021. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- McIlrath & Eck held 597 shares of Morgan Stanley worth $98.3K as of Q1 2026.
- McIlrath & Eck bought 84 Morgan Stanley shares in Q1 2026, an estimated $14.5K.
- Morgan Stanley made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #383 holding.
- McIlrath & Eck first reported a position in Morgan Stanley in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's Morgan Stanley position peaked at $103K in Q4 2021.
- 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.