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TruWealth Advisors’s Morgan Stanley MS Stock Holding History

TruWealth 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 		$321K Sell
1,953
-32
-2% -$5.54K 0.02% 143
2025
Q4 		$352K Hold
1,985
– – 0.02% 140
2025
Q3 		$316K Hold
1,985
– – 0.02% 143
2025
Q2 		$280K Sell
1,985
-1
-0.1% -$123 0.02% 142
2025
Q1 		$232K Buy
1,986
+2
+0.1% +$258 0.01% 148
2024
Q4 		$249K Hold
1,984
– – 0.02% 141
2024
Q3 		$207K Buy
+1,984
New +$200K 0.01% 156

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

TruWealth Advisors's MS Position: Q1 2026 in Review

TruWealth Advisors reduced its Morgan Stanley (MS) stake by 1.6% in Q1 2026, selling an estimated $5.54K and leaving 1,953 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #143.

TruWealth Advisors first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TruWealth Advisors held 1,953 shares of Morgan Stanley worth $321K as of Q1 2026.
  • TruWealth Advisors sold 32 Morgan Stanley shares in Q1 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #143 holding.
  • TruWealth Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • TruWealth Advisors's Morgan Stanley position peaked at $352K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.