Sound View Wealth Advisors Group’s Morgan Stanley MS Stock Holding History

Sound View Wealth Advisors Group’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	$952K	Sell	5,787 -180	-3%	-$31.2K	0.06%	195
2025 Q4	$1.06M	Buy	5,967 +169	+3%	+$28.2K	0.07%	185
2025 Q3	$922K	Hold	5,798	–	–	0.06%	199
2025 Q2	$817K	Sell	5,798 -565	-9%	-$69.4K	0.06%	211
2025 Q1	$742K	Buy	6,363 +674	+12%	+$86.8K	0.06%	212
2024 Q4	$715K	Sell	5,689 -20	-0.4%	-$2.46K	0.06%	220
2024 Q3	$595K	Buy	5,709 +1,211	+27%	+$122K	0.05%	238
2024 Q2	$437K	Buy	4,498 +208	+5%	+$19.8K	0.05%	251
2024 Q1	$404K	Sell	4,290 -80	-2%	-$7.04K	0.04%	262
2023 Q4	$408K	Buy	4,370 +716	+20%	+$57.3K	0.05%	264
2023 Q3	$298K	Buy	3,654 +534	+17%	+$46.4K	0.04%	287
2023 Q2	$266K	Buy	3,120 +503	+19%	+$43K	0.03%	304
2023 Q1	$230K	Sell	2,617 -1,753	-40%	-$164K	0.03%	327
2022 Q4	$408K	Buy	+4,370	New	+$372K	0.05%	264

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

Sound View Wealth Advisors Group's MS Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Morgan Stanley (MS) stake by 3% in Q1 2026, selling an estimated $31.2K and leaving 5,787 shares worth $952K. The position accounts for 0.06% of the portfolio, ranked #195.

Sound View Wealth Advisors Group first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sound View Wealth Advisors Group held 5,787 shares of Morgan Stanley worth $952K as of Q1 2026.
Sound View Wealth Advisors Group sold 180 Morgan Stanley shares in Q1 2026, an estimated $31.2K.
Morgan Stanley made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #195 holding.
Sound View Wealth Advisors Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Morgan Stanley position peaked at $1.06M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.