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UP Strategic Wealth Investment Advisors’s Morgan Stanley MS Stock Holding History

UP Strategic Wealth Investment 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 		$345K Buy
1,814
+500
+38% +$86.6K 0.22% 66
2025
Q4 		$236K Hold
1,314
– – 0.17% 79
2025
Q3 		$214K Buy
+1,314
New +$194K 0.16% 82

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

UP Strategic Wealth Investment Advisors's MS Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Morgan Stanley (MS) stake by 38% in Q1 2026, buying an estimated $86.6K and bringing the position to 1,814 shares worth $345K. The position accounts for 0.22% of the portfolio, ranked #66.

UP Strategic Wealth Investment Advisors first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,814 shares of Morgan Stanley worth $345K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 500 Morgan Stanley shares in Q1 2026, an estimated $86.6K.
  • Morgan Stanley made up 0.22% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.