One Wealth Capital Management
MS icon

One Wealth Capital Management’s Morgan Stanley MS Stock Holding History

One Wealth Capital Management’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
Q3 		– Sell
-1,544
Closed -$323K – 202
2026
Q2 		$323K Buy
+1,544
New +$306K 0.09% 170

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One Wealth Capital Management's MS Position: Q3 2026 in Review

One Wealth Capital Management sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,544 shares — an estimated $323K sold.

One Wealth Capital Management first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $323K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • One Wealth Capital Management reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 1,544 Morgan Stanley shares in Q3 2026, an estimated $323K.
  • One Wealth Capital Management first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
  • One Wealth Capital Management's Morgan Stanley position peaked at $323K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.