MWM
MS icon

Modern Wealth Management’s Morgan Stanley MS Stock Holding History

Modern 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 		$1.64M Buy
9,882
+6,812
+222% +$1.18M 0.03% 330
2025
Q4 		$545K Buy
3,070
+550
+22% +$91.7K 0.01% 514
2025
Q3 		$401K Buy
2,520
+19
+0.8% +$2.81K 0.01% 560
2025
Q2 		$352K Buy
2,501
+507
+25% +$62.3K 0.01% 566
2025
Q1 		$233K Buy
1,994
+163
+9% +$21K 0.01% 603
2024
Q4 		$230K Buy
+1,831
New +$226K 0.01% 522

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

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

Modern Wealth Management increased its Morgan Stanley (MS) stake by 222% in Q1 2026, buying an estimated $1.18M and bringing the position to 9,882 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #330.

Modern Wealth Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Modern Wealth Management held 9,882 shares of Morgan Stanley worth $1.64M as of Q1 2026.
  • Modern Wealth Management bought 6,812 Morgan Stanley shares in Q1 2026, an estimated $1.18M.
  • Morgan Stanley made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Modern Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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