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Signal Advisors Wealth’s Morgan Stanley MS Stock Holding History

Signal Advisors Wealth’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 		$1.13M Buy
6,870
+549
+9% +$95K 0.08% 217
2025
Q4 		$1.12M Buy
6,321
+2,931
+86% +$489K 0.09% 178
2025
Q3 		$539K Sell
3,390
-320
-9% -$47.3K 0.05% 261
2025
Q2 		$523K Sell
3,710
-67
-2% -$8.23K 0.04% 292
2025
Q1 		$441K Buy
3,777
+1,837
+95% +$237K 0.04% 299
2024
Q4 		$244K Buy
+1,940
New +$239K 0.03% 391

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

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

Signal Advisors Wealth increased its Morgan Stanley (MS) stake by 8.7% in Q1 2026, buying an estimated $95K and bringing the position to 6,870 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #217.

Signal Advisors Wealth first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Signal Advisors Wealth held 6,870 shares of Morgan Stanley worth $1.13M as of Q1 2026.
  • Signal Advisors Wealth bought 549 Morgan Stanley shares in Q1 2026, an estimated $95K.
  • Morgan Stanley made up 0.08% of Signal Advisors Wealth's portfolio in Q1 2026, its #217 holding.
  • Signal Advisors Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.