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Private Wealth Partners’s Morgan Stanley MS Stock Holding History

Private Wealth Partners’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 		$8.45M Sell
51,336
-462
-0.9% -$80K 0.65% 33
2025
Q4 		$9.2M Sell
51,798
-3,450
-6% -$575K 0.65% 33
2025
Q3 		$8.78M Sell
55,248
-976
-2% -$144K 0.63% 31
2025
Q2 		$7.92M Sell
56,224
-5,700
-9% -$700K 0.62% 35
2025
Q1 		$7.22M Sell
61,924
-47
-0.1% -$6.06K 0.6% 36
2024
Q4 		$7.79M Sell
61,971
-424
-0.7% -$52.2K 0.6% 35
2024
Q3 		$6.5M Buy
62,395
+2,660
+4% +$268K 0.52% 35
2024
Q2 		$5.81M Buy
59,735
+6,749
+13% +$642K 0.43% 38
2024
Q1 		$4.99M Sell
52,986
-11,038
-17% -$972K 0.4% 38
2023
Q4 		$5.97M Buy
64,024
+4,723
+8% +$378K 0.5% 33
2023
Q3 		$4.84M Buy
59,301
+3,202
+6% +$278K 0.46% 36
2023
Q2 		$4.79M Buy
56,099
+3,309
+6% +$283K 0.44% 38
2023
Q1 		$4.63M Buy
52,790
+4,145
+9% +$387K 0.46% 37
2022
Q4 		$4.14M Buy
48,645
+19,925
+69% +$1.7M 0.47% 40
2022
Q3 		$2.27M Sell
28,720
-12,830
-31% -$1.08M 0.29% 45
2022
Q2 		$3.16M Sell
41,550
-7,320
-15% -$600K 0.37% 43
2022
Q1 		$4.27M Sell
48,870
-3,045
-6% -$294K 0.38% 46
2021
Q4 		$5.1M Buy
+51,915
New +$5.17M 0.43% 44

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 Partners's MS Position: Q1 2026 in Review

Private Wealth Partners reduced its Morgan Stanley (MS) stake by 0.89% in Q1 2026, selling an estimated $80K and leaving 51,336 shares worth $8.45M. The position accounts for 0.65% of the portfolio, ranked #33.

Private Wealth Partners first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.2M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Private Wealth Partners held 51,336 shares of Morgan Stanley worth $8.45M as of Q1 2026.
  • Private Wealth Partners sold 462 Morgan Stanley shares in Q1 2026, an estimated $80K.
  • Morgan Stanley made up 0.65% of Private Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • Private Wealth Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • Private Wealth Partners's Morgan Stanley position peaked at $9.2M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.