SWRP
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Summit Wealth & Retirement Planning’s Morgan Stanley MS Stock Holding History

Summit Wealth & Retirement Planning’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 		$552K Buy
3,355
+533
+19% +$92.3K 0.13% 58
2025
Q4 		$501K Buy
2,822
+22
+0.8% +$3.67K 0.12% 59
2025
Q3 		$445K Hold
2,800
– – 0.11% 62
2025
Q2 		$394K Buy
+2,800
New +$344K 0.11% 66

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

Summit Wealth & Retirement Planning's MS Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $92.3K and bringing the position to 3,355 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #58.

Summit Wealth & Retirement Planning first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Summit Wealth & Retirement Planning held 3,355 shares of Morgan Stanley worth $552K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 533 Morgan Stanley shares in Q1 2026, an estimated $92.3K.
  • Morgan Stanley made up 0.13% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #58 holding.
  • Summit Wealth & Retirement Planning first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.