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Valley Wealth Managers’s Morgan Stanley MS Stock Holding History

Valley Wealth Managers’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 		$27.3M Sell
165,975
-27,722
-14% -$4.8M 1.76% 14
2025
Q4 		$34.4M Sell
193,697
-1,801
-0.9% -$300K 2.2% 7
2025
Q3 		$31.1M Sell
195,498
-2,898
-1% -$428K 2.05% 8
2025
Q2 		$27.9M Sell
198,396
-4,050
-2% -$497K 2.01% 7
2025
Q1 		$23.6M Sell
202,446
-6,527
-3% -$841K 1.79% 15
2024
Q4 		$26.3M Sell
208,973
-13,545
-6% -$1.67M 1.96% 9
2024
Q3 		$23.2M Sell
222,518
-1,279
-0.6% -$129K 1.72% 14
2024
Q2 		$21.8M Sell
223,797
-14,787
-6% -$1.41M 1.73% 11
2024
Q1 		$22.5M Sell
238,584
-4,425
-2% -$390K 1.69% 17
2023
Q4 		$22.7M Buy
243,009
+2,219
+0.9% +$178K 1.77% 9
2023
Q3 		$19.7M Buy
240,790
+42,979
+22% +$3.73M 1.64% 17
2023
Q2 		$16.9M Sell
197,811
-1,742
-0.9% -$149K 1.52% 31
2023
Q1 		$17.5M Sell
199,553
-11,626
-6% -$1.09M 1.59% 28
2022
Q4 		$18M Sell
211,179
-2,648
-1% -$226K 1.67% 26
2022
Q3 		$16.9M Sell
213,827
-1,851
-0.9% -$156K 1.69% 21
2022
Q2 		$16.4M Buy
215,678
+4,707
+2% +$386K 1.54% 28
2022
Q1 		$18.4M Sell
210,971
-18,106
-8% -$1.75M 1.54% 27
2021
Q4 		$22.5M Sell
229,077
-8,055
-3% -$802K 1.8% 12
2021
Q3 		$23.1M Sell
237,132
-15,429
-6% -$1.53M 2.01% 7
2021
Q2 		$23.2M Sell
252,561
-15,912
-6% -$1.36M 1.96% 5
2021
Q1 		$20.9M Sell
268,473
-13,916
-5% -$1.07M 1.87% 15
2020
Q4 		$19.4M Buy
+282,389
New +$16.2M 1.89% 14

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

Valley Wealth Managers's MS Position: Q1 2026 in Review

Valley Wealth Managers reduced its Morgan Stanley (MS) stake by 14% in Q1 2026, selling an estimated $4.8M and leaving 165,975 shares worth $27.3M. The position accounts for 1.76% of the portfolio, ranked #14.

Valley Wealth Managers first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.4M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Valley Wealth Managers held 165,975 shares of Morgan Stanley worth $27.3M as of Q1 2026.
  • Valley Wealth Managers sold 27,722 Morgan Stanley shares in Q1 2026, an estimated $4.8M.
  • Morgan Stanley made up 1.76% of Valley Wealth Managers's portfolio in Q1 2026, its #14 holding.
  • Valley Wealth Managers first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Valley Wealth Managers's Morgan Stanley position peaked at $34.4M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.