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SFMG Wealth Advisors’s Morgan Stanley MS Stock Holding History

SFMG Wealth Advisors’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 		$818K Buy
4,973
+227
+5% +$39.3K 0.06% 130
2025
Q4 		$843K Buy
4,746
+1,725
+57% +$288K 0.06% 125
2025
Q3 		$480K Buy
+3,021
New +$446K 0.03% 181
2025
Q1 		– Sell
-1,711
Closed -$215K – 290
2024
Q4 		$215K Buy
+1,711
New +$211K 0.02% 241

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

SFMG Wealth Advisors's MS Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Morgan Stanley (MS) stake by 4.8% in Q1 2026, buying an estimated $39.3K and bringing the position to 4,973 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #130.

SFMG Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $843K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SFMG Wealth Advisors held 4,973 shares of Morgan Stanley worth $818K as of Q1 2026.
  • SFMG Wealth Advisors bought 227 Morgan Stanley shares in Q1 2026, an estimated $39.3K.
  • Morgan Stanley made up 0.06% of SFMG Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • SFMG Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's Morgan Stanley position peaked at $843K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.