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Stratos Wealth Partners’s Morgan Stanley MS Stock Holding History

Stratos 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 		$4.44M Buy
27,006
+1,014
+4% +$176K 0.05% 359
2025
Q4 		$4.61M Buy
25,992
+603
+2% +$101K 0.05% 341
2025
Q3 		$4.04M Buy
25,389
+2,458
+11% +$363K 0.05% 369
2025
Q2 		$3.23M Sell
22,931
-194
-0.8% -$23.8K 0.04% 374
2025
Q1 		$2.7M Sell
23,125
-2,550
-10% -$329K 0.04% 377
2024
Q4 		$3.23M Sell
25,675
-2,215
-8% -$273K 0.05% 354
2024
Q3 		$2.91M Buy
27,890
+2,316
+9% +$233K 0.04% 370
2024
Q2 		$2.49M Sell
25,574
-508
-2% -$48.4K 0.04% 395
2024
Q1 		$2.46M Sell
26,082
-4,400
-14% -$387K 0.04% 397
2023
Q4 		$2.84M Buy
30,482
+1,052
+4% +$84.2K 0.05% 327
2023
Q3 		$2.4M Buy
29,430
+8,226
+39% +$714K 0.05% 344
2023
Q2 		$1.81M Buy
21,204
+2,686
+15% +$230K 0.04% 367
2023
Q1 		$1.63M Sell
18,518
-1,442
-7% -$135K 0.04% 368
2022
Q4 		$1.7M Sell
19,960
-1,103
-5% -$94K 0.04% 380
2022
Q3 		$1.66M Buy
21,063
+242
+1% +$20.4K 0.05% 348
2022
Q2 		$1.58M Buy
20,821
+708
+4% +$58K 0.04% 367
2022
Q1 		$1.76M Buy
20,113
+2,589
+15% +$250K 0.04% 390
2021
Q4 		$1.72M Buy
17,524
+1,675
+11% +$167K 0.04% 396
2021
Q3 		$1.54M Buy
15,849
+241
+2% +$23.9K 0.04% 382
2021
Q2 		$1.43M Buy
15,608
+632
+4% +$54.2K 0.04% 437
2021
Q1 		$1.16M Buy
14,976
+1,699
+13% +$130K 0.03% 460
2020
Q4 		$910K Buy
13,277
+1,229
+10% +$70.5K 0.03% 473
2020
Q3 		$583K Buy
12,048
+923
+8% +$46.5K 0.02% 571
2020
Q2 		$537K Sell
11,125
-1,613
-13% -$67.7K 0.02% 572
2020
Q1 		$433K Buy
12,738
+433
+4% +$20.4K 0.02% 569
2019
Q4 		$629K Sell
12,305
-5,386
-30% -$255K 0.02% 525
2019
Q3 		$755K Sell
17,691
-272
-2% -$11.6K 0.03% 454
2019
Q2 		$787K Sell
17,963
-29,158
-62% -$1.3M 0.03% 434
2019
Q1 		$1.99M Sell
47,121
-792
-2% -$33.3K 0.09% 230
2018
Q4 		$1.9M Sell
47,913
-4,952
-9% -$216K 0.1% 218
2018
Q3 		$2.46M Buy
52,865
+2,452
+5% +$120K 0.11% 194
2018
Q2 		$2.39M Buy
50,413
+2,147
+4% +$112K 0.11% 210
2018
Q1 		$2.6M Buy
48,266
+5,150
+12% +$285K 0.11% 198
2017
Q4 		$2.26M Buy
43,116
+7,031
+19% +$356K 0.1% 209
2017
Q3 		$1.74M Buy
36,085
+17,090
+90% +$793K 0.08% 239
2017
Q2 		$846K Buy
18,995
+3,218
+20% +$139K 0.04% 325
2017
Q1 		$676K Buy
15,777
+614
+4% +$27.2K 0.04% 353
2016
Q4 		$641K Buy
15,163
+6,178
+69% +$234K 0.04% 334
2016
Q3 		$288K Buy
8,985
+1,138
+15% +$33.9K 0.02% 504
2016
Q2 		$204K Sell
7,847
-3,511
-31% -$91.8K 0.02% 566
2016
Q1 		$284K Buy
+11,358
New +$290K 0.02% 425
2015
Q3 		– Sell
-5,769
Closed -$224K – 584
2015
Q2 		$224K Sell
5,769
-821
-12% -$31.2K 0.03% 439
2015
Q1 		$235K Buy
6,590
+1,245
+23% +$44.7K 0.03% 496
2014
Q4 		$207K Buy
+5,345
New +$190K 0.04% 440

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

Stratos Wealth Partners's MS Position: Q1 2026 in Review

Stratos Wealth Partners increased its Morgan Stanley (MS) stake by 3.9% in Q1 2026, buying an estimated $176K and bringing the position to 27,006 shares worth $4.44M. The position accounts for 0.05% of the portfolio, ranked #359.

Stratos Wealth Partners first reported a position in MS in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.61M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Stratos Wealth Partners held 27,006 shares of Morgan Stanley worth $4.44M as of Q1 2026.
  • Stratos Wealth Partners bought 1,014 Morgan Stanley shares in Q1 2026, an estimated $176K.
  • Morgan Stanley made up 0.05% of Stratos Wealth Partners's portfolio in Q1 2026, its #359 holding.
  • Stratos Wealth Partners first reported a position in Morgan Stanley in Q4 2014 and has held it in 44 quarters since.
  • Stratos Wealth Partners's Morgan Stanley position peaked at $4.61M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.