QWM
MS icon

Quaker Wealth Management’s Morgan Stanley MS Stock Holding History

Quaker 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 		$7.57K Sell
46
-41
-47% -$7.1K ﹤0.01% 315
2025
Q4 		$15.4K Buy
87
+58
+200% +$9.68K ﹤0.01% 266
2025
Q3 		$4.61K Sell
29
-43
-60% -$6.35K ﹤0.01% 326
2025
Q2 		$10.2K Buy
+72
New +$8.84K ﹤0.01% 289

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

Quaker Wealth Management's MS Position: Q1 2026 in Review

Quaker Wealth Management reduced its Morgan Stanley (MS) stake by 47% in Q1 2026, selling an estimated $7.1K and leaving 46 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Quaker Wealth Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Quaker Wealth Management held 46 shares of Morgan Stanley worth $7.57K as of Q1 2026.
  • Quaker Wealth Management sold 41 Morgan Stanley shares in Q1 2026, an estimated $7.1K.
  • Morgan Stanley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #315 holding.
  • Quaker Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Morgan Stanley position peaked at $15.4K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.