Simplicity Wealth’s Morgan Stanley MS Stock Holding History

Simplicity 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	$896K	Buy	5,446 +1,038	+24%	+$180K	0.05%	315
2025 Q4	$783K	Buy	4,408 +136	+3%	+$22.7K	0.05%	329
2025 Q3	$679K	Sell	4,272 -3,080	-42%	-$455K	0.04%	380
2025 Q2	$1.04M	Buy	7,352 +5,612	+323%	+$689K	0.04%	326
2025 Q1	$203K	Buy	+1,740	New	+$224K	0.02%	527
2024 Q3	–	Sell	-24,414	Closed	-$2.37M	–	937
2024 Q2	$2.37M	Buy	24,414 +941	+4%	+$89.6K	0.05%	326
2024 Q1	$2.21M	Buy	+23,473	New	+$2.07M	0.05%	333

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

Simplicity Wealth's MS Position: Q1 2026 in Review

Simplicity Wealth increased its Morgan Stanley (MS) stake by 24% in Q1 2026, buying an estimated $180K and bringing the position to 5,446 shares worth $896K. The position accounts for 0.05% of the portfolio, ranked #315.

Simplicity Wealth first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q2 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Simplicity Wealth held 5,446 shares of Morgan Stanley worth $896K as of Q1 2026.
Simplicity Wealth bought 1,038 Morgan Stanley shares in Q1 2026, an estimated $180K.
Morgan Stanley made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #315 holding.
Simplicity Wealth first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Morgan Stanley position peaked at $2.37M in Q2 2024.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.