Primoris Wealth Advisors’s Morgan Stanley MS Stock Holding History

Primoris 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	$422K	Buy	2,567 +232	+10%	+$40.2K	0.3%	61
2025 Q4	$415K	Hold	2,335	–	–	0.25%	77
2025 Q3	$371K	Hold	2,335	–	–	0.24%	78
2025 Q2	$329K	Hold	2,335	–	–	0.22%	75
2025 Q1	$272K	Buy	2,335 +30	+1%	+$3.87K	0.21%	81
2024 Q4	$290K	Hold	2,305	–	–	0.22%	75
2024 Q3	$240K	Hold	2,305	–	–	0.17%	93
2024 Q2	$224K	Hold	2,305	–	–	0.18%	90
2024 Q1	$217K	Hold	2,305	–	–	0.17%	87
2023 Q4	$215K	Buy	+2,305	New	+$184K	0.2%	82
2023 Q3	–	Sell	-2,429	Closed	-$207K	–	77
2023 Q2	$207K	Hold	2,429	–	–	0.23%	64
2023 Q1	$213K	Sell	2,429 -264	-10%	-$24.6K	0.26%	59
2022 Q4	$229K	Buy	+2,693	New	+$230K	0.35%	52
2022 Q2	–	Sell	-2,429	Closed	-$212K	–	84
2022 Q1	$212K	Hold	2,429	–	–	0.2%	69
2021 Q4	$238K	Buy	+2,429	New	+$242K	0.19%	74

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

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

Primoris Wealth Advisors increased its Morgan Stanley (MS) stake by 9.9% in Q1 2026, buying an estimated $40.2K and bringing the position to 2,567 shares worth $422K. The position accounts for 0.3% of the portfolio, ranked #61.

Primoris Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 15 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Primoris Wealth Advisors held 2,567 shares of Morgan Stanley worth $422K as of Q1 2026.
Primoris Wealth Advisors bought 232 Morgan Stanley shares in Q1 2026, an estimated $40.2K.
Morgan Stanley made up 0.3% of Primoris Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Primoris Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 15 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.