SMART Wealth’s Morgan Stanley MS Stock Holding History

SMART 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	–	Sell	-3,310	Closed	-$588K	–	221
2025 Q4	$588K	Buy	+3,310	New	+$552K	0.18%	105
2025 Q2	–	Sell	-2,062	Closed	-$241K	–	186
2025 Q1	$241K	Buy	+2,062	New	+$266K	0.09%	139

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

SMART Wealth's MS Position: Q1 2026 in Review

SMART Wealth sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,310 shares — an estimated $588K sold.

SMART Wealth first reported a position in MS in Q1 2025 and held it in 2 quarters. The position peaked at $588K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

SMART Wealth reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 3,310 Morgan Stanley shares in Q1 2026, an estimated $588K.
SMART Wealth first reported a position in Morgan Stanley in Q1 2025 and held it in 2 quarters.
SMART Wealth's Morgan Stanley position peaked at $588K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.