Trace Wealth Advisors’s Morgan Stanley MS Stock Holding History

Trace Wealth Advisors’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	-1,200	Closed	-$213K	–	71
2025 Q4	$213K	Buy	+1,200	New	+$200K	0.15%	65

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

Trace Wealth Advisors's MS Position: Q1 2026 in Review

Trace Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,200 shares — an estimated $213K sold.

Trace Wealth Advisors first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Trace Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Trace Wealth Advisors sold 1,200 Morgan Stanley shares in Q1 2026, an estimated $213K.
Trace Wealth Advisors first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Trace Wealth Advisors's Morgan Stanley position peaked at $213K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.