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Warther Private Wealth’s Morgan Stanley MS Stock Holding History

Warther Private Wealth’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 		– Sell
-2,043
Closed -$363K – 47
2025
Q4 		$363K Buy
2,043
+43
+2% +$7.17K 0.09% 43
2025
Q3 		$318K Sell
2,000
-115
-5% -$17K 0.08% 47
2025
Q2 		$298K Sell
2,115
-42
-2% -$5.16K 0.08% 49
2025
Q1 		$252K Buy
2,157
+42
+2% +$5.41K 0.08% 57
2024
Q4 		$266K Hold
2,115
– – 0.09% 70
2024
Q3 		$220K Hold
2,115
– – 0.08% 82
2024
Q2 		$206K Buy
+2,115
New +$201K 0.08% 81
2023
Q1 		– Sell
-9,355
Closed -$795K – 79
2022
Q4 		$795K Sell
9,355
-154
-2% -$13.1K 0.6% 44
2022
Q3 		$751K Sell
9,509
-382
-4% -$32.2K 0.59% 43
2022
Q2 		$759K Buy
9,891
+851
+9% +$69.7K 0.56% 56
2022
Q1 		$786K Buy
9,040
+1,399
+18% +$135K 0.51% 55
2021
Q4 		$766K Buy
7,641
+1,862
+32% +$185K 0.57% 45
2021
Q3 		$572K Buy
5,779
+1
+0% +$99 0.51% 56
2021
Q2 		$532K Buy
+5,778
New +$495K 0.52% 55

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $717B AUM 35.42% 1-Year Est. Return

Warther Private Wealth's MS Position: Q1 2026 in Review

Warther Private Wealth sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,043 shares — an estimated $363K sold.

Warther Private Wealth first reported a position in MS in Q2 2021 and held it in 14 quarters. The position peaked at $795K in Q4 2022. 2,499 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Warther Private Wealth reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Warther Private Wealth sold 2,043 Morgan Stanley shares in Q1 2026, an estimated $363K.
  • Warther Private Wealth first reported a position in Morgan Stanley in Q2 2021 and held it in 14 quarters.
  • Warther Private Wealth's Morgan Stanley position peaked at $795K in Q4 2022.
  • 2,499 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.