SWM
MS icon

SHP Wealth Management’s Morgan Stanley MS Stock Holding History

SHP 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 		$2.97M Sell
18,021
-316
-2% -$54.7K 0.22% 32
2025
Q4 		$3.26M Buy
+18,337
New +$3.06M 0.25% 31

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

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

SHP Wealth Management reduced its Morgan Stanley (MS) stake by 1.7% in Q1 2026, selling an estimated $54.7K and leaving 18,021 shares worth $2.97M. The position accounts for 0.22% of the portfolio, ranked #32.

SHP Wealth Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.26M in Q4 2025. 2,496 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SHP Wealth Management held 18,021 shares of Morgan Stanley worth $2.97M as of Q1 2026.
  • SHP Wealth Management sold 316 Morgan Stanley shares in Q1 2026, an estimated $54.7K.
  • Morgan Stanley made up 0.22% of SHP Wealth Management's portfolio in Q1 2026, its #32 holding.
  • SHP Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Morgan Stanley position peaked at $3.26M in Q4 2025.
  • 2,496 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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