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Meadow Creek Wealth Advisors’s Morgan Stanley MS Stock Holding History

Meadow Creek Wealth Advisors’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 		$455K Hold
2,762
– – 0.29% 70
2025
Q4 		$490K Hold
2,762
– – 0.31% 61
2025
Q3 		$442K Sell
2,762
-37
-1% -$5.46K 0.29% 71
2025
Q2 		$394K Buy
2,799
+69
+3% +$8.47K 0.27% 78
2025
Q1 		$319K Buy
2,730
+153
+6% +$19.7K 0.24% 97
2024
Q4 		$324K Buy
2,577
+96
+4% +$11.8K 0.23% 92
2024
Q3 		$259K Buy
2,481
+346
+16% +$34.8K 0.21% 111
2024
Q2 		$208K Buy
+2,135
New +$203K 0.2% 114

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

Meadow Creek Wealth Advisors's MS Position: Q1 2026 in Review

Meadow Creek Wealth Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 2,762 shares worth $455K. The position accounts for 0.29% of the portfolio, ranked #70.

Meadow Creek Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $490K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Meadow Creek Wealth Advisors held 2,762 shares of Morgan Stanley worth $455K as of Q1 2026.
  • Meadow Creek Wealth Advisors left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.29% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Meadow Creek Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Meadow Creek Wealth Advisors's Morgan Stanley position peaked at $490K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.