QFW
MS icon

QTR Family Wealth’s Morgan Stanley MS Stock Holding History

QTR Family Wealth’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 		$468K Buy
2,552
+73
+3% +$12.6K 0.19% 126
2025
Q4 		$441K Buy
2,479
+311
+14% +$51.9K 0.19% 121
2025
Q3 		$345K Buy
2,168
+309
+17% +$45.6K 0.16% 137
2025
Q2 		$262K Buy
+1,859
New +$228K 0.16% 135

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

QTR Family Wealth's MS Position: Q1 2026 in Review

QTR Family Wealth increased its Morgan Stanley (MS) stake by 2.9% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,552 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #126.

QTR Family Wealth first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • QTR Family Wealth held 2,552 shares of Morgan Stanley worth $468K as of Q1 2026.
  • QTR Family Wealth bought 73 Morgan Stanley shares in Q1 2026, an estimated $12.6K.
  • Morgan Stanley made up 0.19% of QTR Family Wealth's portfolio in Q1 2026, its #126 holding.
  • QTR Family Wealth first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.