Merited Wealth’s Morgan Stanley MS Stock Holding History

Merited Wealth’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	-50	Closed	-$8.88K	–	213
2025 Q4	$8.88K	Buy	+50	New	+$8.34K	0.01%	201

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Merited Wealth's MS Position: Q1 2026 in Review

Merited Wealth sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 50 shares — an estimated $8.88K sold.

Merited Wealth first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $8.88K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Merited Wealth reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 50 Morgan Stanley shares in Q1 2026, an estimated $8.88K.
Merited Wealth first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Merited Wealth's Morgan Stanley position peaked at $8.88K in Q4 2025.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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