SWP
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Sagespring Wealth Partners’s Morgan Stanley MS Stock Holding History

Sagespring Wealth Partners’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 		$3.68M Buy
22,380
+886
+4% +$153K 0.07% 139
2025
Q4 		$3.82M Buy
21,494
+1,569
+8% +$262K 0.07% 135
2025
Q3 		$3.17M Buy
19,925
+414
+2% +$61.1K 0.06% 145
2025
Q2 		$2.75M Buy
19,511
+3,502
+22% +$430K 0.06% 147
2025
Q1 		$1.87M Buy
16,009
+2,964
+23% +$382K 0.05% 163
2024
Q4 		$1.64M Buy
+13,045
New +$1.61M 0.04% 161

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

Sagespring Wealth Partners's MS Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Morgan Stanley (MS) stake by 4.1% in Q1 2026, buying an estimated $153K and bringing the position to 22,380 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #139.

Sagespring Wealth Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.82M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sagespring Wealth Partners held 22,380 shares of Morgan Stanley worth $3.68M as of Q1 2026.
  • Sagespring Wealth Partners bought 886 Morgan Stanley shares in Q1 2026, an estimated $153K.
  • Morgan Stanley made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #139 holding.
  • Sagespring Wealth Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Morgan Stanley position peaked at $3.82M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.