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Purpose Unlimited Inc’s Morgan Stanley MS Stock Holding History

Purpose Unlimited Inc’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 		$28.8K Buy
175
+34
+24% +$5.89K ﹤0.01% 349
2025
Q4 		$25K Buy
+141
New +$23.5K ﹤0.01% 261

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VPM
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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 $336B AUM 34.66% 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

Purpose Unlimited Inc's MS Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Morgan Stanley (MS) stake by 24% in Q1 2026, buying an estimated $5.89K and bringing the position to 175 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Purpose Unlimited Inc first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,496 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Purpose Unlimited Inc held 175 shares of Morgan Stanley worth $28.8K as of Q1 2026.
  • Purpose Unlimited Inc bought 34 Morgan Stanley shares in Q1 2026, an estimated $5.89K.
  • Morgan Stanley made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #349 holding.
  • Purpose Unlimited Inc first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,496 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.