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

Private 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	$26K	Hold	158	–	–	0.01%	275
2025 Q4	$28.1K	Sell	158 -20	-11%	-$3.34K	0.01%	263
2025 Q3	$28.3K	Hold	178	–	–	0.01%	262
2025 Q2	$25.1K	Hold	178	–	–	0.01%	258
2025 Q1	$20.8K	Hold	178	–	–	0.01%	288
2024 Q4	$22.4K	Hold	178	–	–	0.01%	276
2024 Q3	$18.6K	Buy	178 +5	+3%	+$504	0.01%	307
2024 Q2	$16.8K	Hold	173	–	–	0.01%	313
2024 Q1	$16.3K	Hold	173	–	–	0.01%	311
2023 Q4	$16.1K	Buy	+173	New	+$13.8K	0.01%	302

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

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

Private Wealth Management Group held its Morgan Stanley (MS) position steady in Q1 2026 at 158 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #275.

Private Wealth Management Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.3K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Private Wealth Management Group held 158 shares of Morgan Stanley worth $26K as of Q1 2026.
Private Wealth Management Group left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #275 holding.
Private Wealth Management Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Morgan Stanley position peaked at $28.3K in Q3 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.