Wallace Advisory Group’s Morgan Stanley MS Stock Holding History

Wallace Advisory Group’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	$266K	Sell	1,617 -196	-11%	-$33.9K	0.28%	94
2025 Q4	$322K	Sell	1,813 -1,059	-37%	-$177K	0.34%	82
2025 Q3	$405K	Sell	2,872 -521	-15%	-$76.9K	0.33%	94
2025 Q2	$396K	Buy	3,393 +40	+1%	+$4.91K	0.29%	108
2025 Q1	$422K	Buy	3,353 +27	+0.8%	+$3.48K	0.29%	103
2024 Q4	$347K	Buy	3,326 +485	+17%	+$59.7K	0.24%	117
2024 Q3	$276K	Sell	2,841 -88	-3%	-$8.86K	0.2%	137
2024 Q2	$285K	Sell	2,929 -189	-6%	-$18K	0.2%	135
2024 Q1	$291K	Buy	3,118 +179	+6%	+$15.8K	0.22%	124
2023 Q4	$240K	Sell	2,939 -383	-12%	-$30.6K	0.19%	133
2023 Q3	$284K	Buy	3,322 +46	+1%	+$3.99K	0.2%	122
2023 Q2	$288K	Hold	3,276	–	–	0.22%	119
2023 Q1	$288K	Sell	3,276 -83	-2%	-$7.75K	0.22%	119
2022 Q4	$286K	Buy	+3,359	New	+$286K	0.23%	116

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

Wallace Advisory Group's MS Position: Q1 2026 in Review

Wallace Advisory Group reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $33.9K and leaving 1,617 shares worth $266K. The position accounts for 0.28% of the portfolio, ranked #94.

Wallace Advisory Group first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $422K in Q1 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wallace Advisory Group held 1,617 shares of Morgan Stanley worth $266K as of Q1 2026.
Wallace Advisory Group sold 196 Morgan Stanley shares in Q1 2026, an estimated $33.9K.
Morgan Stanley made up 0.28% of Wallace Advisory Group's portfolio in Q1 2026, its #94 holding.
Wallace Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Morgan Stanley position peaked at $422K in Q1 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.