MPG
MS icon

My Portfolio Guide’s Morgan Stanley MS Stock Holding History

My Portfolio Guide’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 		$9.27K Buy
+56
New +$9.7K 0.01% 120

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

My Portfolio Guide's MS Position: Q1 2026 in Review

My Portfolio Guide opened a new position in Morgan Stanley (MS) in Q1 2026: 56 shares worth $9.27K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • My Portfolio Guide held 56 shares of Morgan Stanley worth $9.27K as of Q1 2026.
  • Morgan Stanley was a new My Portfolio Guide position in Q1 2026.
  • Morgan Stanley made up 0.01% of My Portfolio Guide's portfolio in Q1 2026, its #120 holding.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.