Prairie Wealth Advisors’s Morgan Stanley MS Stock Holding History

Prairie Wealth Advisors’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	–	Hold	0	–	–	–	95
2025 Q4	–	Sell	-2,300	Closed	-$384K	–	88
2025 Q3	$366K	Hold	2,300	–	–	0.15%	102
2025 Q2	$324K	Hold	2,300	–	–	0.14%	109
2025 Q1	$268K	Hold	2,300	–	–	0.13%	118
2024 Q4	$289K	Hold	2,300	–	–	0.14%	120
2024 Q3	$240K	Sell	2,300 -322	-12%	-$32.4K	0.12%	131
2024 Q2	$255K	Buy	2,622 +7	+0.3%	+$666	0.13%	123
2024 Q1	$246K	Buy	+2,615	New	+$230K	0.12%	145

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

Prairie Wealth Advisors's MS Position: Q1 2026 in Review

Prairie Wealth Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 0 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #95.

Prairie Wealth Advisors first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Prairie Wealth Advisors held 0 shares of Morgan Stanley worth $379K as of Q1 2026.
Prairie Wealth Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.16% of Prairie Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Prairie Wealth Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
Prairie Wealth Advisors's Morgan Stanley position peaked at $366K in Q3 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prairie Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.