Trajan Wealth’s Morgan Stanley MS Stock Holding History

Trajan Wealth’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	$7.24M	Buy	43,998 +1,620	+4%	+$280K	0.29%	69
2025 Q4	$7.52M	Sell	42,378 -735	-2%	-$123K	0.31%	63
2025 Q3	$6.85M	Sell	43,113 -1,685	-4%	-$249K	0.3%	66
2025 Q2	$6.31M	Sell	44,798 -589	-1%	-$72.3K	0.31%	60
2025 Q1	$5.3M	Buy	45,387 +298	+0.7%	+$38.4K	0.29%	67
2024 Q4	$5.67M	Sell	45,089 -3,648	-7%	-$449K	0.31%	61
2024 Q3	$5.08M	Buy	48,737 +2,282	+5%	+$230K	0.3%	73
2024 Q2	$4.51M	Sell	46,455 -254	-0.5%	-$24.2K	0.29%	70
2024 Q1	$4.4M	Buy	+46,709	New	+$4.11M	0.3%	78

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

Trajan Wealth's MS Position: Q1 2026 in Review

Trajan Wealth increased its Morgan Stanley (MS) stake by 3.8% in Q1 2026, buying an estimated $280K and bringing the position to 43,998 shares worth $7.24M. The position accounts for 0.29% of the portfolio, ranked #69.

Trajan Wealth first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.52M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Trajan Wealth held 43,998 shares of Morgan Stanley worth $7.24M as of Q1 2026.
Trajan Wealth bought 1,620 Morgan Stanley shares in Q1 2026, an estimated $280K.
Morgan Stanley made up 0.29% of Trajan Wealth's portfolio in Q1 2026, its #69 holding.
Trajan Wealth first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Morgan Stanley position peaked at $7.52M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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