MWM
MS icon

Mindset Wealth Management’s Morgan Stanley MS Stock Holding History

Mindset 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 		$1.1M Sell
6,669
-31
-0.5% -$5.37K 0.29% 42
2025
Q4 		$1.19M Buy
6,700
+118
+2% +$19.7K 0.31% 34
2025
Q3 		$1.05M Buy
6,582
+27
+0.4% +$3.99K 0.29% 34
2025
Q2 		$923K Buy
6,555
+59
+0.9% +$7.25K 0.3% 31
2025
Q1 		$758K Sell
6,496
-742
-10% -$95.6K 0.3% 32
2024
Q4 		$910K Sell
7,238
-512
-7% -$63.1K 0.33% 23
2024
Q3 		$808K Buy
+7,750
New +$780K 0.33% 25

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

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

Mindset Wealth Management reduced its Morgan Stanley (MS) stake by 0.46% in Q1 2026, selling an estimated $5.37K and leaving 6,669 shares worth $1.1M. The position accounts for 0.29% of the portfolio, ranked #42.

Mindset Wealth Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mindset Wealth Management held 6,669 shares of Morgan Stanley worth $1.1M as of Q1 2026.
  • Mindset Wealth Management sold 31 Morgan Stanley shares in Q1 2026, an estimated $5.37K.
  • Morgan Stanley made up 0.29% of Mindset Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Mindset Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Morgan Stanley position peaked at $1.19M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.