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Perfromance Wealth Partners’s Morgan Stanley MS Stock Holding History

Perfromance 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 		$582K Buy
3,535
+93
+3% +$16.1K 0.02% 112
2025
Q4 		$611K Buy
3,442
+468
+16% +$78.1K 0.02% 111
2025
Q3 		$473K Sell
2,974
-214
-7% -$31.6K 0.01% 123
2025
Q2 		$449K Sell
3,188
-13
-0.4% -$1.6K 0.01% 114
2025
Q1 		$373K Buy
3,201
+197
+7% +$25.4K 0.01% 120
2024
Q4 		$378K Buy
3,004
+78
+3% +$9.61K 0.01% 120
2024
Q3 		$305K Buy
2,926
+166
+6% +$16.7K 0.01% 145
2024
Q2 		$268K Hold
2,760
– – 0.01% 133
2024
Q1 		$260K Sell
2,760
-78
-3% -$6.87K 0.01% 133
2023
Q4 		$265K Buy
2,838
+40
+1% +$3.2K 0.01% 138
2023
Q3 		$229K Hold
2,798
– – 0.01% 150
2023
Q2 		$240K Sell
2,798
-100
-3% -$8.55K 0.01% 161
2023
Q1 		$254K Hold
2,898
– – 0.01% 159
2022
Q4 		$246K Sell
2,898
-53
-2% -$4.52K 0.01% 142
2022
Q3 		$233K Sell
2,951
-20
-0.7% -$1.69K 0.01% 141
2022
Q2 		$226K Sell
2,971
-10
-0.3% -$819 0.01% 154
2022
Q1 		$261K Sell
2,981
-18
-0.6% -$1.74K 0.01% 145
2021
Q4 		$294K Buy
+2,999
New +$299K 0.01% 145

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

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

Perfromance Wealth Partners increased its Morgan Stanley (MS) stake by 2.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,535 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #112.

Perfromance Wealth Partners first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Perfromance Wealth Partners held 3,535 shares of Morgan Stanley worth $582K as of Q1 2026.
  • Perfromance Wealth Partners bought 93 Morgan Stanley shares in Q1 2026, an estimated $16.1K.
  • Morgan Stanley made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Perfromance Wealth Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Morgan Stanley position peaked at $611K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.