Premier Path Wealth Partners’s Morgan Stanley MS Stock Holding History

Premier Path 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	$1.88M	Buy	11,438 +577	+5%	+$99.9K	0.25%	94
2025 Q4	$1.93M	Buy	10,861 +771	+8%	+$129K	0.25%	87
2025 Q3	$1.6M	Buy	10,090 +9	+0.1%	+$1.33K	0.21%	104
2025 Q2	$1.42M	Buy	10,081 +554	+6%	+$68K	0.2%	120
2025 Q1	$1.11M	Sell	9,527 -545	-5%	-$70.2K	0.17%	146
2024 Q4	$1.27M	Sell	10,072 -271	-3%	-$33.4K	0.19%	120
2024 Q3	$1.08M	Sell	10,343 -292	-3%	-$29.4K	0.17%	150
2024 Q2	$1.03M	Sell	10,635 -2,152	-17%	-$205K	0.18%	144
2024 Q1	$1.2M	Sell	12,787 -297	-2%	-$26.2K	0.23%	116
2023 Q4	$1.22M	Buy	+13,084	New	+$1.05M	0.27%	93

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

Premier Path Wealth Partners's MS Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Morgan Stanley (MS) stake by 5.3% in Q1 2026, buying an estimated $99.9K and bringing the position to 11,438 shares worth $1.88M. The position accounts for 0.25% of the portfolio, ranked #94.

Premier Path Wealth Partners first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Premier Path Wealth Partners held 11,438 shares of Morgan Stanley worth $1.88M as of Q1 2026.
Premier Path Wealth Partners bought 577 Morgan Stanley shares in Q1 2026, an estimated $99.9K.
Morgan Stanley made up 0.25% of Premier Path Wealth Partners's portfolio in Q1 2026, its #94 holding.
Premier Path Wealth Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Morgan Stanley position peaked at $1.93M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.