Summit Wealth Group’s Morgan Stanley MS Stock Holding History

Summit Wealth 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	$521K	Hold	3,166	–	–	0.12%	72
2025 Q4	$562K	Buy	3,166 +180	+6%	+$30K	0.13%	66
2025 Q3	$475K	Hold	2,986	–	–	0.11%	69
2025 Q2	$421K	Sell	2,986 -9	-0.3%	-$1.1K	0.11%	72
2025 Q1	$349K	Buy	2,995 +12	+0.4%	+$1.55K	0.1%	72
2024 Q4	$375K	Hold	2,983	–	–	0.11%	60
2024 Q3	$311K	Hold	2,983	–	–	0.09%	75
2024 Q2	$290K	Buy	+2,983	New	+$284K	0.09%	70
2023 Q2	–	Sell	-19,579	Closed	–	–	192
2023 Q1	$0	Buy	+19,579	New	+$1.83M	﹤0.01%	222

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

Summit Wealth Group's MS Position: Q1 2026 in Review

Summit Wealth Group held its Morgan Stanley (MS) position steady in Q1 2026 at 3,166 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #72.

Summit Wealth Group first reported a position in MS in Q1 2023 and has held it in 9 quarters since. The position peaked at $562K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Summit Wealth Group held 3,166 shares of Morgan Stanley worth $521K as of Q1 2026.
Summit Wealth Group left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.12% of Summit Wealth Group's portfolio in Q1 2026, its #72 holding.
Summit Wealth Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 9 quarters since.
Summit Wealth Group's Morgan Stanley position peaked at $562K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.