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Prosperity Consulting Group’s Morgan Stanley MS Stock Holding History

Prosperity Consulting 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 		$1.02M Buy
6,171
+1,643
+36% +$284K 0.05% 245
2025
Q4 		$804K Buy
4,528
+244
+6% +$40.7K 0.04% 280
2025
Q3 		$681K Buy
4,284
+744
+21% +$110K 0.03% 298
2025
Q2 		$499K Buy
3,540
+380
+12% +$46.7K 0.04% 307
2025
Q1 		$369K Buy
3,160
+152
+5% +$19.6K 0.03% 339
2024
Q4 		$378K Buy
3,008
+553
+23% +$68.1K 0.03% 347
2024
Q3 		$256K Buy
+2,455
New +$247K 0.02% 403

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

Prosperity Consulting Group's MS Position: Q1 2026 in Review

Prosperity Consulting Group increased its Morgan Stanley (MS) stake by 36% in Q1 2026, buying an estimated $284K and bringing the position to 6,171 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #245.

Prosperity Consulting Group first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Prosperity Consulting Group held 6,171 shares of Morgan Stanley worth $1.02M as of Q1 2026.
  • Prosperity Consulting Group bought 1,643 Morgan Stanley shares in Q1 2026, an estimated $284K.
  • Morgan Stanley made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #245 holding.
  • Prosperity Consulting Group first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.