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Obermeyer Wealth Partners’s Morgan Stanley MS Stock Holding History

Obermeyer 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 		$625K Buy
3,796
+589
+18% +$102K 0.03% 153
2025
Q4 		$569K Buy
3,207
+7
+0.2% +$1.17K 0.03% 159
2025
Q3 		$509K Buy
3,200
+690
+27% +$102K 0.02% 168
2025
Q2 		$354K Buy
2,510
+146
+6% +$17.9K 0.02% 196
2025
Q1 		$276K Buy
2,364
+253
+12% +$32.6K 0.01% 214
2024
Q4 		$265K Buy
2,111
+54
+3% +$6.65K 0.01% 220
2024
Q3 		$214K Buy
+2,057
New +$207K 0.01% 242

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

Obermeyer Wealth Partners's MS Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Morgan Stanley (MS) stake by 18% in Q1 2026, buying an estimated $102K and bringing the position to 3,796 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #153.

Obermeyer Wealth Partners first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Obermeyer Wealth Partners held 3,796 shares of Morgan Stanley worth $625K as of Q1 2026.
  • Obermeyer Wealth Partners bought 589 Morgan Stanley shares in Q1 2026, an estimated $102K.
  • Morgan Stanley made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #153 holding.
  • Obermeyer Wealth Partners first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.