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Strategic Family Wealth Counselors’s Morgan Stanley MS Stock Holding History

Strategic Family Wealth Counselors’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
-2,773
Closed -$505K – 202
2025
Q4 		$505K Buy
+2,773
New +$463K 0.11% 120

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

Strategic Family Wealth Counselors's MS Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,773 shares — an estimated $505K sold.

Strategic Family Wealth Counselors first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $505K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,773 Morgan Stanley shares in Q1 2026, an estimated $505K.
  • Strategic Family Wealth Counselors first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Morgan Stanley position peaked at $505K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.