NW
MS icon

NewEdge Wealth’s Morgan Stanley MS Stock Holding History

NewEdge Wealth’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 		$2.68M Sell
16,296
-10,001
-38% -$1.73M 0.03% 353
2025
Q4 		$4.67M Buy
26,297
+10,086
+62% +$1.68M 0.05% 244
2025
Q3 		$2.68M Sell
16,211
-1,241
-7% -$183K 0.04% 324
2025
Q2 		$2.46M Sell
17,452
-1,283
-7% -$158K 0.04% 337
2025
Q1 		$2.19M Buy
18,735
+788
+4% +$102K 0.04% 341
2024
Q4 		$2.26M Buy
17,947
+3,343
+23% +$412K 0.04% 326
2024
Q3 		$1.52M Buy
14,604
+3,420
+31% +$344K 0.03% 392
2024
Q2 		$1.09M Sell
11,184
-1,994
-15% -$190K 0.02% 406
2024
Q1 		$1.22M Sell
13,178
-119,582
-90% -$10.5M 0.03% 397
2023
Q4 		$12.4M Sell
132,760
-25,916
-16% -$2.07M 0.32% 88
2023
Q3 		$13M Buy
158,676
+146,749
+1,230% +$12.7M 0.41% 73
2023
Q2 		$1.02M Buy
11,927
+5,966
+100% +$510K 0.03% 351
2023
Q1 		$523K Sell
5,961
-3,059
-34% -$285K 0.02% 403
2022
Q4 		$767K Buy
9,020
+1,383
+18% +$118K 0.03% 320
2022
Q3 		$603K Sell
7,637
-958
-11% -$80.7K 0.03% 326
2022
Q2 		$654K Sell
8,595
-1,083
-11% -$88.7K 0.03% 345
2022
Q1 		$846K Buy
9,678
+5,406
+127% +$522K 0.04% 239
2021
Q4 		$419K Buy
4,272
+574
+16% +$57.2K 0.02% 312
2021
Q3 		$360K Buy
3,698
+1
+0% +$99 0.02% 234
2021
Q2 		$339K Hold
3,697
– – 0.03% 235
2021
Q1 		$287K Buy
+3,697
New +$283K 0.03% 257

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

NewEdge Wealth's MS Position: Q1 2026 in Review

NewEdge Wealth reduced its Morgan Stanley (MS) stake by 38% in Q1 2026, selling an estimated $1.73M and leaving 16,296 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #353.

NewEdge Wealth first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $13M in Q3 2023. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NewEdge Wealth held 16,296 shares of Morgan Stanley worth $2.68M as of Q1 2026.
  • NewEdge Wealth sold 10,001 Morgan Stanley shares in Q1 2026, an estimated $1.73M.
  • Morgan Stanley made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #353 holding.
  • NewEdge Wealth first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Morgan Stanley position peaked at $13M in Q3 2023.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.