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Signet Private Wealth’s Morgan Stanley MS Stock Holding History

Signet Private 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 		$739K Hold
4,488
– – 0.71% 39
2025
Q4 		$797K Buy
+4,488
New +$749K 0.76% 28

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

Signet Private Wealth's MS Position: Q1 2026 in Review

Signet Private Wealth held its Morgan Stanley (MS) position steady in Q1 2026 at 4,488 shares worth $739K. The position accounts for 0.71% of the portfolio, ranked #39.

Signet Private Wealth first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $797K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Signet Private Wealth held 4,488 shares of Morgan Stanley worth $739K as of Q1 2026.
  • Signet Private Wealth left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.71% of Signet Private Wealth's portfolio in Q1 2026, its #39 holding.
  • Signet Private Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Signet Private Wealth's Morgan Stanley position peaked at $797K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Signet Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.