PWPS
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Pinnacle Wealth Planning Services’s Morgan Stanley MS Stock Holding History

Pinnacle Wealth Planning Services’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 		$869K Buy
5,280
+860
+19% +$149K 0.09% 123
2025
Q4 		$785K Buy
4,420
+56
+1% +$9.34K 0.08% 132
2025
Q3 		$694K Sell
4,364
-15
-0.3% -$2.21K 0.08% 150
2025
Q2 		$617K Buy
4,379
+721
+20% +$88.6K 0.08% 158
2025
Q1 		$427K Buy
3,658
+200
+6% +$25.8K 0.06% 188
2024
Q4 		$435K Sell
3,458
-299
-8% -$36.8K 0.07% 174
2024
Q3 		$392K Sell
3,757
-7
-0.2% -$705 0.05% 235
2024
Q2 		$366K Sell
3,764
-65
-2% -$6.19K 0.05% 235
2024
Q1 		$361K Sell
3,829
-5,111
-57% -$450K 0.05% 252
2023
Q4 		$834K Sell
8,940
-23
-0.3% -$1.84K 0.13% 107
2023
Q3 		$732K Sell
8,963
-33
-0.4% -$2.87K 0.12% 108
2023
Q2 		$768K Sell
8,996
-106
-1% -$9.06K 0.12% 110
2023
Q1 		$799K Buy
9,102
+4,918
+118% +$459K 0.13% 115
2022
Q4 		$356K Buy
4,184
+100
+2% +$8.52K 0.06% 230
2022
Q3 		$323K Sell
4,084
-3
-0.1% -$253 0.06% 217
2022
Q2 		$311K Buy
4,087
+1
+0% +$82 0.06% 239
2022
Q1 		$357K Hold
4,086
– – 0.07% 236
2021
Q4 		$401K Sell
4,086
-42
-1% -$4.18K 0.08% 205
2021
Q3 		$402K Sell
4,128
-4
-0.1% -$396 0.09% 181
2021
Q2 		$379K Sell
4,132
-1
-0% -$86 0.09% 189
2021
Q1 		$321K Buy
4,133
+5
+0.1% +$383 0.08% 209
2020
Q4 		$283K Buy
+4,128
New +$237K 0.07% 210
2018
Q2 		– Sell
-4,210
Closed -$227K – 186
2018
Q1 		$227K Buy
4,210
+2,940
+231% +$163K 0.23% 146
2017
Q4 		$67K Buy
+1,270
New +$64.2K 0.14% 117

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

Pinnacle Wealth Planning Services's MS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $149K and bringing the position to 5,280 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #123.

Pinnacle Wealth Planning Services first reported a position in MS in Q4 2017 and has held it in 24 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,280 shares of Morgan Stanley worth $869K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 860 Morgan Stanley shares in Q1 2026, an estimated $149K.
  • Morgan Stanley made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #123 holding.
  • Pinnacle Wealth Planning Services first reported a position in Morgan Stanley in Q4 2017 and has held it in 24 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.