MAS
MS icon

MPWM Advisory Solutions’s Morgan Stanley MS Stock Holding History

MPWM Advisory Solutions’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 		$8.39K Hold
51
– – ﹤0.01% 361
2025
Q4 		$9.05K Hold
51
– – 0.01% 334
2025
Q3 		$8.11K Hold
51
– – ﹤0.01% 313
2025
Q2 		$7.18K Hold
51
– – ﹤0.01% 325
2025
Q1 		$5.95K Sell
51
-100
-66% -$12.9K ﹤0.01% 346
2024
Q4 		$19K Buy
+151
New +$18.6K 0.01% 254

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

MPWM Advisory Solutions's MS Position: Q1 2026 in Review

MPWM Advisory Solutions held its Morgan Stanley (MS) position steady in Q1 2026 at 51 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

MPWM Advisory Solutions first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $19K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MPWM Advisory Solutions held 51 shares of Morgan Stanley worth $8.39K as of Q1 2026.
  • MPWM Advisory Solutions left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #361 holding.
  • MPWM Advisory Solutions first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Morgan Stanley position peaked at $19K in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.