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Prestige Wealth Management Group’s Morgan Stanley MS Stock Holding History

Prestige Wealth Management Group’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 		$587K Sell
3,567
-82
-2% -$14.2K 0.12% 91
2025
Q4 		$648K Buy
3,649
+198
+6% +$33K 0.12% 88
2025
Q3 		$549K Buy
3,451
+34
+1% +$5.02K 0.11% 102
2025
Q2 		$481K Buy
3,417
+2,947
+627% +$362K 0.1% 103
2025
Q1 		$54.8K Hold
470
– – 0.01% 243
2024
Q4 		$59.1K Hold
470
– – 0.01% 243
2024
Q3 		$49K Sell
470
-3,144
-87% -$317K 0.01% 248
2024
Q2 		$351K Buy
3,614
+1,371
+61% +$131K 0.08% 107
2024
Q1 		$211K Sell
2,243
-3,887
-63% -$342K 0.05% 149
2023
Q4 		$572K Buy
6,130
+412
+7% +$33K 0.13% 77
2023
Q3 		$467K Buy
5,718
+3,449
+152% +$299K 0.12% 82
2023
Q2 		$194K Hold
2,269
– – 0.05% 152
2023
Q1 		$199K Sell
2,269
-89
-4% -$8.31K 0.05% 150
2022
Q4 		$200K Buy
2,358
+61
+3% +$5.2K 0.05% 136
2022
Q3 		$182K Sell
2,297
-4
-0.2% -$337 0.05% 141
2022
Q2 		$175K Buy
2,301
+208
+10% +$17K 0.05% 142
2022
Q1 		$183K Sell
2,093
-4
-0.2% -$386 0.05% 145
2021
Q4 		$205K Hold
2,097
– – 0.05% 141
2021
Q3 		$204K Hold
2,097
– – 0.05% 136
2021
Q2 		$192K Hold
2,097
– – 0.05% 133
2021
Q1 		$163K Sell
2,097
-11
-0.5% -$843 0.04% 138
2020
Q4 		$145K Buy
2,108
+79
+4% +$4.53K 0.04% 143
2020
Q3 		$98K Hold
2,029
– – 0.03% 176
2020
Q2 		$98K Hold
2,029
– – 0.03% 153
2020
Q1 		$69K Sell
2,029
-1,015
-33% -$47.8K 0.03% 146
2019
Q4 		$156K Sell
3,044
-732
-19% -$34.6K 0.09% 133
2019
Q3 		$161K Hold
3,776
– – 0.09% 123
2019
Q2 		$166K Hold
3,776
– – 0.1% 116
2019
Q1 		$160K Sell
3,776
-9,698
-72% -$408K 0.1% 118
2018
Q4 		$534K Buy
+13,474
New +$588K 0.39% 52

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

Prestige Wealth Management Group's MS Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Morgan Stanley (MS) stake by 2.2% in Q1 2026, selling an estimated $14.2K and leaving 3,567 shares worth $587K. The position accounts for 0.12% of the portfolio, ranked #91.

Prestige Wealth Management Group first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $648K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Prestige Wealth Management Group held 3,567 shares of Morgan Stanley worth $587K as of Q1 2026.
  • Prestige Wealth Management Group sold 82 Morgan Stanley shares in Q1 2026, an estimated $14.2K.
  • Morgan Stanley made up 0.12% of Prestige Wealth Management Group's portfolio in Q1 2026, its #91 holding.
  • Prestige Wealth Management Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Morgan Stanley position peaked at $648K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.