MWM
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Meridian Wealth Management’s Morgan Stanley MS Stock Holding History

Meridian 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 		$3.88M Sell
23,564
-10
-0% -$1.73K 0.14% 139
2025
Q4 		$4.19M Sell
23,574
-1,118
-5% -$186K 0.15% 129
2025
Q3 		$3.93M Sell
24,692
-372
-1% -$54.9K 0.15% 134
2025
Q2 		$3.53M Buy
25,064
+1,195
+5% +$147K 0.15% 146
2025
Q1 		$2.78M Buy
23,869
+6,092
+34% +$785K 0.13% 157
2024
Q4 		$2.23M Buy
17,777
+4,619
+35% +$569K 0.11% 177
2024
Q3 		$1.37M Buy
+13,158
New +$1.33M 0.07% 225
2024
Q2 		– Sell
-13,201
Closed -$1.24M – 453
2024
Q1 		$1.24M Sell
13,201
-441
-3% -$38.8K 0.21% 81
2023
Q4 		$1.27M Sell
13,642
-12,128
-47% -$970K 0.08% 226
2023
Q3 		$2.1M Buy
25,770
+11,533
+81% +$1M 0.13% 149
2023
Q2 		$1.22M Buy
14,237
+30
+0.2% +$2.57K 0.1% 168
2023
Q1 		$1.25M Sell
14,207
-1,909
-12% -$178K 0.11% 172
2022
Q4 		$1.37M Buy
16,116
+162
+1% +$13.8K 0.13% 150
2022
Q3 		$1.26M Sell
15,954
-525
-3% -$44.3K 0.14% 157
2022
Q2 		$1.25M Buy
16,479
+966
+6% +$79.1K 0.1% 212
2022
Q1 		$1.36M Sell
15,513
-239
-2% -$23.1K 0.15% 126
2021
Q4 		$1.55M Buy
15,752
+775
+5% +$77.2K 0.17% 117
2021
Q3 		$1.46M Sell
14,977
-165
-1% -$16.3K 0.18% 113
2021
Q2 		$1.39M Hold
15,142
– – 0.18% 113
2021
Q1 		$1.18M Buy
15,142
+200
+1% +$15.3K 0.17% 119
2020
Q4 		$1.02M Buy
14,942
+3,492
+30% +$200K 0.16% 115
2020
Q3 		$553K Sell
11,450
-800
-7% -$40.3K 0.14% 132
2020
Q2 		$591K Hold
12,250
– – 0.2% 112
2020
Q1 		$416K Buy
12,250
+900
+8% +$42.4K 0.18% 124
2019
Q4 		$580K Hold
11,350
– – 0.28% 69
2019
Q3 		$484K Hold
11,350
– – 0.23% 86
2019
Q2 		$4.97K Sell
11,350
-30,329
-73% -$1.35M 0.2% 83
2019
Q1 		$1.76M Buy
41,679
+217
+0.5% +$9.13K 0.8% 20
2018
Q4 		$1.64M Sell
41,462
-13,620
-25% -$594K 0.97% 21
2018
Q3 		$2.56M Buy
55,082
+252
+0.5% +$12.3K 1.1% 23
2018
Q2 		$2.6M Buy
54,830
+86
+0.2% +$4.49K 1.22% 22
2018
Q1 		$2.95M Buy
54,744
+97
+0.2% +$5.37K 1.47% 19
2017
Q4 		$2.63M Hold
54,647
– – 1.62% 14
2017
Q3 		$2.63M Sell
54,647
-15
-0% -$696 1.67% 13
2017
Q2 		$2.44M Sell
54,662
-16,000
-23% -$690K 1.54% 15
2017
Q1 		$3.03M Hold
70,662
– – 1.81% 15
2016
Q4 		$2.98M Buy
+70,662
New +$2.67M 2.37% 12

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

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

Meridian Wealth Management reduced its Morgan Stanley (MS) stake by 0.04% in Q1 2026, selling an estimated $1.73K and leaving 23,564 shares worth $3.88M. The position accounts for 0.14% of the portfolio, ranked #139.

Meridian Wealth Management first reported a position in MS in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.19M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Meridian Wealth Management held 23,564 shares of Morgan Stanley worth $3.88M as of Q1 2026.
  • Meridian Wealth Management sold 10 Morgan Stanley shares in Q1 2026, an estimated $1.73K.
  • Morgan Stanley made up 0.14% of Meridian Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Meridian Wealth Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's Morgan Stanley position peaked at $4.19M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.