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One Wealth Advisors’s Morgan Stanley MS Stock Holding History

One Wealth Advisors’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 		$501K Buy
3,046
+33
+1% +$5.71K 0.06% 168
2025
Q4 		$535K Hold
3,013
– – 0.07% 159
2025
Q3 		$479K Sell
3,013
-98
-3% -$14.5K 0.06% 170
2025
Q2 		$438K Buy
3,111
+26
+0.8% +$3.19K 0.06% 173
2025
Q1 		$360K Buy
3,085
+30
+1% +$3.87K 0.05% 185
2024
Q4 		$384K Sell
3,055
-877
-22% -$108K 0.06% 157
2024
Q3 		$410K Buy
3,932
+8
+0.2% +$806 0.06% 157
2024
Q2 		$376K Sell
3,924
-762
-16% -$72.5K 0.08% 138
2024
Q1 		$441K Buy
4,686
+2,002
+75% +$176K 0.08% 138
2023
Q4 		$250K Buy
2,684
+162
+6% +$13K 0.05% 180
2023
Q3 		$206K Buy
+2,522
New +$219K 0.05% 181
2023
Q1 		– Sell
-795
Closed -$67.5K – 453
2022
Q4 		$67.5K Buy
+795
New +$67.8K 0.02% 355
2021
Q2 		– Sell
-3,603
Closed -$280K – 183
2021
Q1 		$280K Sell
3,603
-1,994
-36% -$153K 0.11% 114
2020
Q4 		$384K Sell
5,597
-272
-5% -$15.6K 0.21% 64
2020
Q3 		$284K Sell
5,869
-316
-5% -$15.9K 0.2% 58
2020
Q2 		$299K Buy
+6,185
New +$260K 0.24% 51
2019
Q2 		– Sell
-342
Closed -$14K – 344
2019
Q1 		$14K Buy
+342
New +$14.4K 0.01% 294
2018
Q4 		– Sell
-342
Closed -$16K – 341
2018
Q3 		$16K Hold
342
– – 0.01% 332
2018
Q2 		$16K Buy
+342
New +$17.9K 0.01% 323
2018
Q1 		– Sell
-340
Closed -$18K – 558
2017
Q4 		$18K Buy
+340
New +$17.2K 0.01% 331

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

One Wealth Advisors's MS Position: Q1 2026 in Review

One Wealth Advisors increased its Morgan Stanley (MS) stake by 1.1% in Q1 2026, buying an estimated $5.71K and bringing the position to 3,046 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #168.

One Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 20 quarters since. The position peaked at $535K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • One Wealth Advisors held 3,046 shares of Morgan Stanley worth $501K as of Q1 2026.
  • One Wealth Advisors bought 33 Morgan Stanley shares in Q1 2026, an estimated $5.71K.
  • Morgan Stanley made up 0.06% of One Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • One Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 20 quarters since.
  • One Wealth Advisors's Morgan Stanley position peaked at $535K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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