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Medallion Wealth Advisors’s Morgan Stanley MS Stock Holding History

Medallion 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 		$45.8K Buy
278
+3
+1% +$519 0.02% 485
2025
Q4 		$48.8K Buy
275
+18
+7% +$3K 0.02% 477
2025
Q3 		$41K Sell
257
-28
-10% -$4.13K 0.01% 501
2025
Q2 		$40.2K Hold
285
– – 0.02% 494
2025
Q1 		$33K Buy
285
+2
+0.7% +$258 0.02% 499
2024
Q4 		$35.1K Buy
+283
New +$34.9K 0.02% 463

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

Medallion Wealth Advisors's MS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Morgan Stanley (MS) stake by 1.1% in Q1 2026, buying an estimated $519 and bringing the position to 278 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #485.

Medallion Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.8K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Medallion Wealth Advisors held 278 shares of Morgan Stanley worth $45.8K as of Q1 2026.
  • Medallion Wealth Advisors bought 3 Morgan Stanley shares in Q1 2026, an estimated $519.
  • Morgan Stanley made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #485 holding.
  • Medallion Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Morgan Stanley position peaked at $48.8K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.