Money Concepts Capital’s Morgan Stanley MS Stock Holding History

Money Concepts Capital’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	$205K	Buy	1,248 +66	+6%	+$11.4K	0.01%	543
2025 Q4	$210K	Buy	+1,182	New	+$197K	0.01%	500
2023 Q1	–	Sell	-4,127	Closed	-$351K	–	1966
2022 Q4	$351K	Buy	4,127 +3,324	+414%	+$283K	0.02%	518
2022 Q3	$63K	Buy	803 +199	+33%	+$16.8K	﹤0.01%	672
2022 Q2	$46K	Sell	604 -1,967	-77%	-$161K	﹤0.01%	719
2022 Q1	$225K	Buy	+2,571	New	+$248K	0.01%	680
2021 Q1	$15K	Buy	+197	New	+$15.1K	﹤0.01%	636

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

Money Concepts Capital's MS Position: Q1 2026 in Review

Money Concepts Capital increased its Morgan Stanley (MS) stake by 5.6% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,248 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #543.

Money Concepts Capital first reported a position in MS in Q1 2021 and has held it in 7 quarters since. The position peaked at $351K in Q4 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Money Concepts Capital held 1,248 shares of Morgan Stanley worth $205K as of Q1 2026.
Money Concepts Capital bought 66 Morgan Stanley shares in Q1 2026, an estimated $11.4K.
Morgan Stanley made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #543 holding.
Money Concepts Capital first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
Money Concepts Capital's Morgan Stanley position peaked at $351K in Q4 2022.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.