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Sculati Wealth Management’s Morgan Stanley MS Stock Holding History

Sculati 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 		$5.07M Sell
30,797
-349
-1% -$60.4K 1.87% 14
2025
Q4 		$5.53M Buy
31,146
+168
+0.5% +$28K 1.95% 14
2025
Q3 		$4.92M Sell
30,978
-194
-0.6% -$28.6K 1.74% 16
2025
Q2 		$4.39M Sell
31,172
-564
-2% -$69.3K 1.65% 15
2025
Q1 		$3.7M Sell
31,736
-1,038
-3% -$134K 1.5% 15
2024
Q4 		$4.12M Sell
32,774
-1,063
-3% -$131K 1.63% 16
2024
Q3 		$3.53M Sell
33,837
-521
-2% -$52.5K 1.41% 18
2024
Q2 		$3.34M Sell
34,358
-655
-2% -$62.4K 1.43% 18
2024
Q1 		$3.3M Sell
35,013
-1,402
-4% -$123K 1.42% 20
2023
Q4 		$3.4M Sell
36,415
-35
-0.1% -$2.8K 1.58% 16
2023
Q3 		$2.98M Sell
36,450
-112
-0.3% -$9.72K 1.52% 17
2023
Q2 		$3.12M Sell
36,562
-430
-1% -$36.8K 1.57% 13
2023
Q1 		$3.25M Sell
36,992
-375
-1% -$35K 1.72% 12
2022
Q4 		$3.18M Sell
37,367
-1,600
-4% -$136K 1.79% 12
2022
Q3 		$3.08M Buy
38,967
+2,341
+6% +$197K 1.82% 11
2022
Q2 		$2.79M Buy
36,626
+155
+0.4% +$12.7K 1.59% 14
2022
Q1 		$3.19M Buy
36,471
+315
+0.9% +$30.4K 1.56% 14
2021
Q4 		$3.55M Buy
36,156
+328
+0.9% +$32.7K 1.72% 12
2021
Q3 		$3.49M Sell
35,828
-620
-2% -$61.4K 1.85% 11
2021
Q2 		$3.34M Sell
36,448
-75
-0.2% -$6.43K 1.77% 11
2021
Q1 		$2.84M Sell
36,523
-41
-0.1% -$3.14K 1.63% 14
2020
Q4 		$2.51M Buy
36,564
+150
+0.4% +$8.61K 1.65% 16
2020
Q3 		$1.76M Buy
36,414
+1,950
+6% +$98.2K 1.32% 25
2020
Q2 		$1.67M Buy
34,464
+147
+0.4% +$6.17K 1.4% 27
2020
Q1 		$1.17M Buy
34,317
+2,186
+7% +$103K 1.28% 27
2019
Q4 		$1.64M Buy
+32,131
New +$1.52M 1.47% 20

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

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

Sculati Wealth Management reduced its Morgan Stanley (MS) stake by 1.1% in Q1 2026, selling an estimated $60.4K and leaving 30,797 shares worth $5.07M. The position accounts for 1.87% of the portfolio, ranked #14.

Sculati Wealth Management first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.53M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sculati Wealth Management held 30,797 shares of Morgan Stanley worth $5.07M as of Q1 2026.
  • Sculati Wealth Management sold 349 Morgan Stanley shares in Q1 2026, an estimated $60.4K.
  • Morgan Stanley made up 1.87% of Sculati Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Sculati Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Morgan Stanley position peaked at $5.53M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.