Mosaic Family Wealth Partners’s Morgan Stanley MS Stock Holding History

Mosaic Family 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	$862K	Buy	5,238 +695	+15%	+$120K	0.09%	125
2025 Q4	$807K	Sell	4,543 -6	-0.1%	-$1K	0.09%	109
2025 Q3	$733K	Sell	4,549 -37	-0.8%	-$5.46K	0.09%	109
2025 Q2	$646K	Buy	4,586 +43	+0.9%	+$5.28K	0.08%	115
2025 Q1	$530K	Sell	4,543 -2	-0%	-$258	0.08%	128
2024 Q4	$571K	Sell	4,545 -65	-1%	-$8.01K	0.08%	113
2024 Q3	$481K	Buy	4,610 +4	+0.1%	+$403	0.07%	125
2024 Q2	$448K	Sell	4,606 -40	-0.9%	-$3.81K	0.07%	123
2024 Q1	$437K	Sell	4,646 -166	-3%	-$14.6K	0.07%	127
2023 Q4	$449K	Buy	4,812 +102	+2%	+$8.16K	0.08%	121
2023 Q3	$385K	Hold	4,710	–	–	0.08%	119
2023 Q2	$402K	Hold	4,710	–	–	0.08%	114
2023 Q1	$414K	Sell	4,710 -90	-2%	-$8.4K	0.09%	113
2022 Q4	$408K	Buy	+4,800	New	+$409K	0.12%	116

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

Mosaic Family Wealth Partners's MS Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Morgan Stanley (MS) stake by 15% in Q1 2026, buying an estimated $120K and bringing the position to 5,238 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #125.

Mosaic Family Wealth Partners first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mosaic Family Wealth Partners held 5,238 shares of Morgan Stanley worth $862K as of Q1 2026.
Mosaic Family Wealth Partners bought 695 Morgan Stanley shares in Q1 2026, an estimated $120K.
Morgan Stanley made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #125 holding.
Mosaic Family Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.