ViaWealth’s Morgan Stanley MS Stock Holding History

ViaWealth’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	$498K	Sell	3,028 -50	-2%	-$8.66K	0.28%	103
2025 Q4	$546K	Sell	3,078 -209	-6%	-$34.9K	0.31%	90
2025 Q3	$522K	Buy	3,287 +46	+1%	+$6.79K	0.29%	97
2025 Q2	$457K	Buy	+3,241	New	+$398K	0.27%	103
2024 Q3	–	Sell	-2,980	Closed	-$290K	–	157
2024 Q2	$290K	Buy	2,980 +12	+0.4%	+$1.14K	0.18%	132
2024 Q1	$279K	Sell	2,968 -402	-12%	-$35.4K	0.17%	134
2023 Q4	$314K	Sell	3,370 -1,178	-26%	-$94.2K	0.22%	125
2023 Q3	$371K	Sell	4,548 -257	-5%	-$22.3K	0.27%	119
2023 Q2	$410K	Sell	4,805 -888	-16%	-$75.9K	0.31%	108
2023 Q1	$500K	Sell	5,693 -1,235	-18%	-$115K	0.4%	89
2022 Q4	$607K	Buy	+6,928	New	+$590K	0.5%	71

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

ViaWealth's MS Position: Q1 2026 in Review

ViaWealth reduced its Morgan Stanley (MS) stake by 1.6% in Q1 2026, selling an estimated $8.66K and leaving 3,028 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #103.

ViaWealth first reported a position in MS in Q4 2022 and has held it in 11 quarters since. The position peaked at $607K in Q4 2022. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

ViaWealth held 3,028 shares of Morgan Stanley worth $498K as of Q1 2026.
ViaWealth sold 50 Morgan Stanley shares in Q1 2026, an estimated $8.66K.
Morgan Stanley made up 0.28% of ViaWealth's portfolio in Q1 2026, its #103 holding.
ViaWealth first reported a position in Morgan Stanley in Q4 2022 and has held it in 11 quarters since.
ViaWealth's Morgan Stanley position peaked at $607K in Q4 2022.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.