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Strategic Wealth Partners’s Morgan Stanley MS Stock Holding History

Strategic Wealth Partners’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 		$936K Buy
5,690
+456
+9% +$78.9K 0.06% 154
2025
Q4 		$929K Buy
5,234
+222
+4% +$37K 0.06% 155
2025
Q3 		$797K Sell
5,012
-147
-3% -$21.7K 0.06% 176
2025
Q2 		$727K Buy
+5,159
New +$634K 0.06% 176
2024
Q4 		$709K Sell
5,184
-720
-12% -$88.7K 0.06% 172
2024
Q3 		$615K Buy
5,904
+289
+5% +$29.1K 0.06% 182
2024
Q2 		$546K Sell
5,615
-504
-8% -$48K 0.06% 189
2024
Q1 		$576K Buy
6,119
+1,028
+20% +$90.5K 0.06% 182
2023
Q4 		$475K Sell
5,091
-415
-8% -$33.2K 0.06% 191
2023
Q3 		$450K Buy
5,506
+244
+5% +$21.2K 0.06% 211
2023
Q2 		$449K Buy
5,262
+170
+3% +$14.5K 0.06% 214
2023
Q1 		$447K Sell
5,092
-1,140
-18% -$106K 0.07% 185
2022
Q4 		$530K Buy
6,232
+1,014
+19% +$86.4K 0.1% 167
2022
Q3 		$412K Buy
5,218
+710
+16% +$59.8K 0.09% 191
2022
Q2 		$343K Sell
4,508
-510
-10% -$41.8K 0.07% 184
2022
Q1 		$439K Buy
5,018
+350
+7% +$33.8K 0.09% 186
2021
Q4 		$458K Buy
4,668
+319
+7% +$31.8K 0.09% 202
2021
Q3 		$423K Buy
4,349
+1,689
+63% +$167K 0.12% 182
2021
Q2 		$244K Hold
2,660
– – 0.08% 204
2021
Q1 		$207K Sell
2,660
-300
-10% -$23K 0.08% 181
2020
Q4 		$203K Buy
+2,960
New +$170K 0.09% 173
2020
Q2 		– Sell
-4,841
Closed -$248K – 157
2020
Q1 		$248K Hold
4,841
– – 0.13% 123
2019
Q4 		$247K Sell
4,841
-5,036
-51% -$238K 0.13% 123
2019
Q3 		$214K Sell
9,877
-13,551
-58% -$579K 1.1% 21
2019
Q2 		$1.03M Buy
23,428
+2,250
+11% +$100K 0.5% 57
2019
Q1 		$919K Buy
21,178
+4,578
+28% +$193K 0.42% 74
2018
Q4 		$705K Buy
+16,600
New +$724K 0.36% 79
2018
Q3 		– Sell
-51
Closed -$2K – 677
2018
Q2 		$2K Hold
51
– – ﹤0.01% 704
2018
Q1 		$3K Buy
+51
New +$2.82K ﹤0.01% 691

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 Wealth Partners's MS Position: Q1 2026 in Review

Strategic Wealth Partners increased its Morgan Stanley (MS) stake by 8.7% in Q1 2026, buying an estimated $78.9K and bringing the position to 5,690 shares worth $936K. The position accounts for 0.06% of the portfolio, ranked #154.

Strategic Wealth Partners first reported a position in MS in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.03M in Q2 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Strategic Wealth Partners held 5,690 shares of Morgan Stanley worth $936K as of Q1 2026.
  • Strategic Wealth Partners bought 456 Morgan Stanley shares in Q1 2026, an estimated $78.9K.
  • Morgan Stanley made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Strategic Wealth Partners first reported a position in Morgan Stanley in Q1 2018 and has held it in 29 quarters since.
  • Strategic Wealth Partners's Morgan Stanley position peaked at $1.03M in Q2 2019.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.