Mowery & Schoenfeld Wealth Management’s Morgan Stanley MS Stock Holding History

Mowery & Schoenfeld 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	$1.49K	Sell	9 -167	-95%	-$28.9K	﹤0.01%	326
2025 Q4	$31.3K	Buy	176 +167	+1,856%	+$27.9K	0.05%	171
2025 Q3	$1.44K	Hold	9	–	–	﹤0.01%	348
2025 Q2	$1.28K	Hold	9	–	–	﹤0.01%	351
2025 Q1	$1.06K	Sell	9 -1	-10%	-$129	﹤0.01%	412
2024 Q4	$1.26K	Sell	10 -30	-75%	-$3.69K	﹤0.01%	435
2024 Q3	$4.17K	Hold	40	–	–	0.01%	209
2024 Q2	$3.89K	Hold	40	–	–	0.01%	182
2024 Q1	$3.77K	Sell	40 -40	-50%	-$3.52K	0.01%	132
2023 Q4	$7.46K	Buy	+80	New	+$6.4K	0.02%	118

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

Mowery & Schoenfeld Wealth Management's MS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Morgan Stanley (MS) stake by 95% in Q1 2026, selling an estimated $28.9K and leaving 9 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Mowery & Schoenfeld Wealth Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.3K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 9 shares of Morgan Stanley worth $1.49K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 167 Morgan Stanley shares in Q1 2026, an estimated $28.9K.
Morgan Stanley made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #326 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Morgan Stanley position peaked at $31.3K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.