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TRUE Private Wealth Advisors’s Morgan Stanley MS Stock Holding History

TRUE Private 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 		$1.34M Sell
8,148
-1,245
-13% -$216K 0.13% 101
2025
Q4 		$1.67M Sell
9,393
-95
-1% -$15.8K 0.17% 86
2025
Q3 		$1.51M Buy
9,488
+24
+0.3% +$3.54K 0.15% 90
2025
Q2 		$1.33M Buy
9,464
+251
+3% +$30.8K 0.15% 94
2025
Q1 		$1.07M Buy
9,213
+1,032
+13% +$133K 0.13% 92
2024
Q4 		$1.03M Sell
8,181
-86
-1% -$10.6K 0.12% 94
2024
Q3 		$862K Sell
8,267
-329
-4% -$33.1K 0.1% 97
2024
Q2 		$835K Buy
8,596
+47
+0.5% +$4.47K 0.09% 110
2024
Q1 		$805K Sell
8,549
-65
-0.8% -$5.72K 0.09% 111
2023
Q4 		$803K Sell
8,614
-121
-1% -$9.68K 0.1% 106
2023
Q3 		$713K Buy
8,735
+407
+5% +$35.3K 0.1% 115
2023
Q2 		$711K Buy
8,328
+7
+0.1% +$599 0.11% 100
2023
Q1 		$731K Buy
8,321
+65
+0.8% +$6.07K 0.11% 100
2022
Q4 		$702K Sell
8,256
-1
-0% -$85 0.11% 95
2022
Q3 		$652K Buy
8,257
+355
+4% +$29.9K 0.1% 95
2022
Q2 		$601K Sell
7,902
-35
-0.4% -$2.87K 0.09% 110
2022
Q1 		$692K Buy
7,937
+24
+0.3% +$2.31K 0.1% 109
2021
Q4 		$776K Buy
7,913
+89
+1% +$8.87K 0.11% 117
2021
Q3 		$761K Sell
7,824
-60
-0.8% -$5.95K 0.11% 113
2021
Q2 		$722K Sell
7,884
-559
-7% -$47.9K 0.11% 114
2021
Q1 		$656K Sell
8,443
-999
-11% -$76.6K 0.11% 116
2020
Q4 		$647K Buy
9,442
+101
+1% +$5.79K 0.11% 105
2020
Q3 		$451K Sell
9,341
-667
-7% -$33.6K 0.08% 132
2020
Q2 		$483K Sell
10,008
-320
-3% -$13.4K 0.09% 121
2020
Q1 		$351K Buy
10,328
+6,058
+142% +$285K 0.07% 121
2019
Q4 		$218K Buy
+4,270
New +$202K 0.03% 207
2019
Q3 		– Sell
-4,205
Closed -$184K – 535
2019
Q2 		$184K Buy
+4,205
New +$188K 0.03% 202
2018
Q4 		– Sell
-1,048
Closed -$48.8K – 666
2018
Q3 		$48.8K Buy
+1,048
New +$51.2K 0.01% 467

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

TRUE Private Wealth Advisors's MS Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $216K and leaving 8,148 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #101.

TRUE Private Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.67M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TRUE Private Wealth Advisors held 8,148 shares of Morgan Stanley worth $1.34M as of Q1 2026.
  • TRUE Private Wealth Advisors sold 1,245 Morgan Stanley shares in Q1 2026, an estimated $216K.
  • Morgan Stanley made up 0.13% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • TRUE Private Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 28 quarters since.
  • TRUE Private Wealth Advisors's Morgan Stanley position peaked at $1.67M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.