PWM
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Palacios Wealth Management’s Morgan Stanley MS Stock Holding History

Palacios Wealth 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
Q1 		$914K Sell
4,794
-291
-6% -$50.4K 0.57% 29
2025
Q4 		$903K Sell
5,085
-65
-1% -$10.8K 0.69% 27
2025
Q3 		$819K Hold
5,150
– – 0.54% 32
2025
Q2 		$725K Buy
+5,150
New +$633K 0.6% 29

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

Palacios Wealth Management's MS Position: Q1 2026 in Review

Palacios Wealth Management reduced its Morgan Stanley (MS) stake by 5.7% in Q1 2026, selling an estimated $50.4K and leaving 4,794 shares worth $914K. The position accounts for 0.57% of the portfolio, ranked #29.

Palacios Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Palacios Wealth Management held 4,794 shares of Morgan Stanley worth $914K as of Q1 2026.
  • Palacios Wealth Management sold 291 Morgan Stanley shares in Q1 2026, an estimated $50.4K.
  • Morgan Stanley made up 0.57% of Palacios Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Palacios Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.