Silverlake Wealth Management’s Morgan Stanley MS Stock Holding History

Silverlake 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	$301K	Sell	1,826 -144	-7%	-$24.9K	0.06%	286
2025 Q4	$350K	Sell	1,970 -123	-6%	-$20.5K	0.08%	245
2025 Q3	$333K	Hold	2,093	–	–	0.08%	240
2025 Q2	$295K	Hold	2,093	–	–	0.09%	242
2025 Q1	$244K	Buy	2,093 +66	+3%	+$8.5K	0.09%	220
2024 Q4	$255K	Hold	2,027	–	–	0.1%	220
2024 Q3	$211K	Buy	+2,027	New	+$204K	0.08%	250
2022 Q2	–	Sell	-2,577	Closed	-$225K	–	222
2022 Q1	$225K	Sell	2,577 -550	-18%	-$53.1K	0.13%	189
2021 Q4	$307K	Buy	+3,127	New	+$311K	0.17%	147

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Silverlake Wealth Management reduced its Morgan Stanley (MS) stake by 7.3% in Q1 2026, selling an estimated $24.9K and leaving 1,826 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #286.

Silverlake Wealth Management first reported a position in MS in Q4 2021 and has held it in 9 quarters since. The position peaked at $350K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Silverlake Wealth Management held 1,826 shares of Morgan Stanley worth $301K as of Q1 2026.
Silverlake Wealth Management sold 144 Morgan Stanley shares in Q1 2026, an estimated $24.9K.
Morgan Stanley made up 0.06% of Silverlake Wealth Management's portfolio in Q1 2026, its #286 holding.
Silverlake Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 9 quarters since.
Silverlake Wealth Management's Morgan Stanley position peaked at $350K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.