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W Advisors LLC’s Morgan Stanley MS Stock Holding History

W Advisors LLC’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 		$1.66M Buy
10,085
+682
+7% +$118K 0.85% 31
2025
Q4 		$1.67M Sell
9,403
-43
-0.5% -$7.17K 0.84% 29
2025
Q3 		$1.5M Buy
9,446
+21
+0.2% +$3.1K 0.79% 31
2025
Q2 		$1.33M Sell
9,425
-25
-0.3% -$3.07K 0.76% 31
2025
Q1 		$1.1M Buy
9,450
+87
+0.9% +$11.2K 0.69% 36
2024
Q4 		$1.18M Buy
9,363
+15
+0.2% +$1.85K 0.73% 34
2024
Q3 		$974K Buy
9,348
+20
+0.2% +$2.01K 0.6% 41
2024
Q2 		$907K Buy
9,328
+18
+0.2% +$1.71K 0.59% 39
2024
Q1 		$877K Buy
9,310
+20
+0.2% +$1.76K 0.6% 41
2023
Q4 		$866K Buy
9,290
+23
+0.2% +$1.84K 0.64% 37
2023
Q3 		$757K Buy
9,267
+20
+0.2% +$1.74K 0.62% 42
2023
Q2 		$790K Buy
9,247
+20
+0.2% +$1.71K 0.62% 42
2023
Q1 		$810K Buy
9,227
+15
+0.2% +$1.4K 0.67% 40
2022
Q4 		$783K Sell
9,212
-5
-0.1% -$426 0.65% 40
2022
Q3 		$728K Buy
9,217
+17
+0.2% +$1.43K 0.68% 39
2022
Q2 		$700K Buy
9,200
+17
+0.2% +$1.39K 0.61% 40
2022
Q1 		$803K Buy
9,183
+14
+0.2% +$1.35K 0.61% 41
2021
Q4 		$900K Buy
+9,169
New +$913K 0.67% 32

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

W Advisors LLC's MS Position: Q1 2026 in Review

W Advisors LLC increased its Morgan Stanley (MS) stake by 7.3% in Q1 2026, buying an estimated $118K and bringing the position to 10,085 shares worth $1.66M. The position accounts for 0.85% of the portfolio, ranked #31.

W Advisors LLC first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • W Advisors LLC held 10,085 shares of Morgan Stanley worth $1.66M as of Q1 2026.
  • W Advisors LLC bought 682 Morgan Stanley shares in Q1 2026, an estimated $118K.
  • Morgan Stanley made up 0.85% of W Advisors LLC's portfolio in Q1 2026, its #31 holding.
  • W Advisors LLC first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's Morgan Stanley position peaked at $1.67M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.