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Private Wealth Asset Management’s Morgan Stanley MS Stock Holding History

Private Wealth Asset Management’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 		$318K Buy
1,934
+17
+0.9% +$2.94K 0.03% 214
2025
Q4 		$340K Buy
1,917
+168
+10% +$28K 0.04% 205
2025
Q3 		$278K Buy
1,749
+250
+17% +$36.9K 0.03% 209
2025
Q2 		$211K Sell
1,499
-29
-2% -$3.56K 0.03% 232
2025
Q1 		$178K Buy
+1,528
New +$197K 0.03% 243

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

Private Wealth Asset Management's MS Position: Q1 2026 in Review

Private Wealth Asset Management increased its Morgan Stanley (MS) stake by 0.89% in Q1 2026, buying an estimated $2.94K and bringing the position to 1,934 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #214.

Private Wealth Asset Management first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Private Wealth Asset Management held 1,934 shares of Morgan Stanley worth $318K as of Q1 2026.
  • Private Wealth Asset Management bought 17 Morgan Stanley shares in Q1 2026, an estimated $2.94K.
  • Morgan Stanley made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #214 holding.
  • Private Wealth Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Morgan Stanley position peaked at $340K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.