Phillips Wealth Planners’s Morgan Stanley MS Stock Holding History

Phillips Wealth Planners’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	$324K	Sell	1,693 -267	-14%	-$46.2K	0.24%	140
2025 Q4	$359K	Buy	1,960 +6	+0.3%	+$1K	0.29%	112
2025 Q3	$309K	Sell	1,954 -481	-20%	-$71K	0.26%	138
2025 Q2	$344K	Sell	2,435 -246	-9%	-$30.2K	0.31%	112
2025 Q1	$290K	Sell	2,681 -599	-18%	-$77.2K	0.31%	114
2024 Q4	$405K	Sell	3,280 -586	-15%	-$72.2K	0.4%	77
2024 Q3	$462K	Buy	3,866 +1,330	+52%	+$134K	0.44%	70
2024 Q2	$262K	Sell	2,536 -34	-1%	-$3.24K	0.28%	135
2024 Q1	$229K	Buy	2,570 +28	+1%	+$2.47K	0.26%	149
2023 Q4	$213K	Buy	+2,542	New	+$203K	0.26%	146
2023 Q3	–	Sell	-2,756	Closed	-$235K	–	153
2023 Q2	$235K	Buy	2,756 +43	+2%	+$3.68K	0.31%	125
2023 Q1	$239K	Buy	2,713 +25	+0.9%	+$2.33K	0.32%	120
2022 Q4	$267K	Buy	+2,688	New	+$229K	0.47%	84

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Phillips Wealth Planners's MS Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $46.2K and leaving 1,693 shares worth $324K. The position accounts for 0.24% of the portfolio, ranked #140.

Phillips Wealth Planners first reported a position in MS in Q4 2022 and has held it in 13 quarters since. The position peaked at $462K in Q3 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Phillips Wealth Planners held 1,693 shares of Morgan Stanley worth $324K as of Q1 2026.
Phillips Wealth Planners sold 267 Morgan Stanley shares in Q1 2026, an estimated $46.2K.
Morgan Stanley made up 0.24% of Phillips Wealth Planners's portfolio in Q1 2026, its #140 holding.
Phillips Wealth Planners first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
Phillips Wealth Planners's Morgan Stanley position peaked at $462K in Q3 2024.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.