Meridian Wealth Partners’s Morgan Stanley MS Stock Holding History

Meridian Wealth Partners’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	–	Sell	-1,203	Closed	-$214K	–	124
2025 Q4	$214K	Buy	+1,203	New	+$201K	0.03%	109
2025 Q1	–	Sell	-2,949	Closed	-$371K	–	106
2024 Q4	$371K	Buy	+2,949	New	+$363K	0.06%	77
2021 Q2	–	Sell	-629	Closed	-$49K	–	815
2021 Q1	$49K	Buy	629 +272	+76%	+$20.8K	0.01%	161
2020 Q4	$24K	Buy	+357	New	+$20.5K	0.01%	201

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

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

Meridian Wealth Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,203 shares — an estimated $214K sold.

Meridian Wealth Partners first reported a position in MS in Q4 2020 and held it in 4 quarters. The position peaked at $371K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Meridian Wealth Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Partners sold 1,203 Morgan Stanley shares in Q1 2026, an estimated $214K.
Meridian Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and held it in 4 quarters.
Meridian Wealth Partners's Morgan Stanley position peaked at $371K in Q4 2024.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.