SSWM
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Strait & Sound Wealth Management’s Morgan Stanley MS Stock Holding History

Strait & Sound 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 		$1.52M Buy
9,237
+96
+1% +$16.6K 0.57% 45
2025
Q4 		$1.62M Buy
9,141
+249
+3% +$41.5K 0.6% 43
2025
Q3 		$1.41M Buy
8,892
+13
+0.1% +$1.92K 0.54% 46
2025
Q2 		$1.25M Buy
8,879
+132
+2% +$16.2K 0.53% 45
2025
Q1 		$1.02M Buy
8,747
+2,945
+51% +$379K 0.47% 49
2024
Q4 		$729K Buy
5,802
+192
+3% +$23.6K 0.34% 57
2024
Q3 		$585K Buy
5,610
+1,009
+22% +$102K 0.28% 63
2024
Q2 		$447K Buy
4,601
+1,624
+55% +$155K 0.23% 73
2024
Q1 		$259K Sell
2,977
-67
-2% -$5.9K 0.14% 111
2023
Q4 		$257K Sell
3,044
-125
-4% -$10K 0.16% 107
2023
Q3 		$259K Buy
3,169
+40
+1% +$3.47K 0.22% 107
2023
Q2 		$267K Sell
3,129
-228
-7% -$19.5K 0.26% 85
2023
Q1 		$295K Buy
3,357
+159
+5% +$14.8K 0.29% 80
2022
Q4 		$310K Buy
+3,198
New +$273K 0.34% 74

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

Strait & Sound Wealth Management's MS Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Morgan Stanley (MS) stake by 1.1% in Q1 2026, buying an estimated $16.6K and bringing the position to 9,237 shares worth $1.52M. The position accounts for 0.57% of the portfolio, ranked #45.

Strait & Sound Wealth Management first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Strait & Sound Wealth Management held 9,237 shares of Morgan Stanley worth $1.52M as of Q1 2026.
  • Strait & Sound Wealth Management bought 96 Morgan Stanley shares in Q1 2026, an estimated $16.6K.
  • Morgan Stanley made up 0.57% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Strait & Sound Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Strait & Sound Wealth Management's Morgan Stanley position peaked at $1.62M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.