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

Schrum 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	$275K	Buy	1,672 +4	+0.2%	+$693	0.21%	109
2025 Q4	$296K	Buy	1,668 +3	+0.2%	+$500	0.22%	104
2025 Q3	$265K	Sell	1,665 -20	-1%	-$2.95K	0.19%	108
2025 Q2	$237K	Buy	+1,685	New	+$207K	0.19%	112
2025 Q1	–	Sell	-1,677	Closed	-$211K	–	129
2024 Q4	$211K	Sell	1,677 -1,669	-50%	-$206K	0.18%	118
2024 Q3	$349K	Buy	+3,346	New	+$337K	0.18%	116

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

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

Schrum Private Wealth Management increased its Morgan Stanley (MS) stake by 0.24% in Q1 2026, buying an estimated $693 and bringing the position to 1,672 shares worth $275K. The position accounts for 0.21% of the portfolio, ranked #109.

Schrum Private Wealth Management first reported a position in MS in Q3 2024 and has held it in 6 quarters since. The position peaked at $349K in Q3 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Schrum Private Wealth Management held 1,672 shares of Morgan Stanley worth $275K as of Q1 2026.
Schrum Private Wealth Management bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
Morgan Stanley made up 0.21% of Schrum Private Wealth Management's portfolio in Q1 2026, its #109 holding.
Schrum Private Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
Schrum Private Wealth Management's Morgan Stanley position peaked at $349K in Q3 2024.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.