Prepared Retirement Institute’s Morgan Stanley MS Stock Holding History

Prepared Retirement Institute’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	$329K	Hold	1,997	–	–	0.16%	63
2025 Q4	$355K	Hold	1,997	–	–	0.18%	63
2025 Q3	$317K	Hold	1,997	–	–	0.17%	63
2025 Q2	$281K	Sell	1,997 -443	-18%	-$54.4K	0.17%	67
2025 Q1	$285K	Buy	2,440 +3	+0.1%	+$387	0.18%	65
2024 Q4	$306K	Hold	2,437	–	–	0.17%	60
2024 Q3	$254K	Hold	2,437	–	–	0.15%	66
2024 Q2	$237K	Buy	2,437 +247	+11%	+$23.5K	0.16%	70
2024 Q1	$206K	Hold	2,190	–	–	0.15%	67
2023 Q4	$204K	Buy	+2,190	New	+$175K	0.15%	73

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

Prepared Retirement Institute's MS Position: Q1 2026 in Review

Prepared Retirement Institute held its Morgan Stanley (MS) position steady in Q1 2026 at 1,997 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #63.

Prepared Retirement Institute first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $355K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Prepared Retirement Institute held 1,997 shares of Morgan Stanley worth $329K as of Q1 2026.
Prepared Retirement Institute left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.16% of Prepared Retirement Institute's portfolio in Q1 2026, its #63 holding.
Prepared Retirement Institute first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's Morgan Stanley position peaked at $355K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.