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

Quadrant Private Wealth Management’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	$289K	Buy	1,758 +195	+12%	+$33.8K	0.04%	235
2025 Q4	$277K	Buy	+1,563	New	+$261K	0.05%	226
2023 Q4	–	Sell	-2,830	Closed	-$231K	–	253
2023 Q3	$231K	Sell	2,830 -453	-14%	-$39.3K	0.08%	191
2023 Q2	$280K	Buy	3,283 +76	+2%	+$6.5K	0.08%	194
2023 Q1	$282K	Sell	3,207 -4	-0.1%	-$373	0.09%	192
2022 Q4	$273K	Buy	+3,211	New	+$274K	0.09%	192
2022 Q2	$230K	Buy	3,019 +40	+1%	+$3.28K	0.09%	178
2022 Q1	$260K	Buy	2,979 +781	+36%	+$75.3K	0.1%	171
2021 Q4	$216K	Buy	+2,198	New	+$219K	0.08%	184

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

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

Quadrant Private Wealth Management increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $33.8K and bringing the position to 1,758 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #235.

Quadrant Private Wealth Management first reported a position in MS in Q4 2021 and has held it in 9 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Quadrant Private Wealth Management held 1,758 shares of Morgan Stanley worth $289K as of Q1 2026.
Quadrant Private Wealth Management bought 195 Morgan Stanley shares in Q1 2026, an estimated $33.8K.
Morgan Stanley made up 0.04% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #235 holding.
Quadrant Private Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 9 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.