McKinley Carter Wealth Services’s Morgan Stanley MS Stock Holding History

McKinley Carter Wealth Services’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	$3.37M	Buy	20,495 +19	+0.1%	+$3.29K	0.19%	96
2025 Q4	$3.64M	Sell	20,476 -170	-0.8%	-$28.4K	0.2%	90
2025 Q3	$3.28M	Sell	20,646 -410	-2%	-$60.5K	0.17%	92
2025 Q2	$2.97M	Buy	21,056 +2,623	+14%	+$322K	0.16%	96
2025 Q1	$2.15M	Sell	18,433 -145	-0.8%	-$18.7K	0.13%	107
2024 Q4	$2.34M	Sell	18,578 -306	-2%	-$37.7K	0.14%	101
2024 Q3	$1.97M	Buy	18,884 +304	+2%	+$30.6K	0.12%	115
2024 Q2	$1.81M	Buy	18,580 +1,368	+8%	+$130K	0.12%	116
2024 Q1	$1.62M	Buy	17,212 +1,047	+6%	+$92.2K	0.11%	128
2023 Q4	$1.51M	Buy	16,165 +920	+6%	+$73.6K	0.11%	121
2023 Q3	$1.25M	Buy	+15,245	New	+$1.32M	0.1%	133
2018 Q2	–	Sell	-671	Closed	-$36K	–	299
2018 Q1	$36K	Buy	+671	New	+$37.1K	0.01%	291

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

McKinley Carter Wealth Services's MS Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Morgan Stanley (MS) stake by 0.09% in Q1 2026, buying an estimated $3.29K and bringing the position to 20,495 shares worth $3.37M. The position accounts for 0.19% of the portfolio, ranked #96.

McKinley Carter Wealth Services first reported a position in MS in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.64M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

McKinley Carter Wealth Services held 20,495 shares of Morgan Stanley worth $3.37M as of Q1 2026.
McKinley Carter Wealth Services bought 19 Morgan Stanley shares in Q1 2026, an estimated $3.29K.
Morgan Stanley made up 0.19% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #96 holding.
McKinley Carter Wealth Services first reported a position in Morgan Stanley in Q1 2018 and has held it in 12 quarters since.
McKinley Carter Wealth Services's Morgan Stanley position peaked at $3.64M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.