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Waterfront Wealth’s Morgan Stanley MS Stock Holding History

Waterfront 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 		$2.53M Buy
15,374
+538
+4% +$93.1K 0.46% 69
2025
Q4 		$2.69M Sell
14,836
-46
-0.3% -$7.67K 0.51% 56
2025
Q3 		$2.36M Buy
14,882
+108
+0.7% +$15.9K 0.48% 62
2025
Q2 		$2.08M Sell
14,774
-358
-2% -$44K 0.47% 59
2025
Q1 		$1.77M Sell
15,132
-363
-2% -$46.8K 0.43% 62
2024
Q4 		$1.95M Buy
15,495
+214
+1% +$26.4K 0.47% 55
2024
Q3 		$1.82M Buy
15,281
+191
+1% +$19.2K 0.45% 61
2024
Q2 		$1.47M Buy
15,090
+186
+1% +$17.7K 0.4% 73
2024
Q1 		$1.38M Buy
14,904
+291
+2% +$25.6K 0.39% 74
2023
Q4 		$1.36M Buy
14,613
+139
+1% +$11.1K 0.4% 70
2023
Q3 		$1.03M Buy
14,474
+430
+3% +$37.3K 0.34% 87
2023
Q2 		$1.34M Buy
14,044
+2,041
+17% +$175K 0.4% 72
2023
Q1 		$1.05M Buy
12,003
+68
+0.6% +$6.35K 0.34% 83
2022
Q4 		$1.16M Sell
11,935
-648
-5% -$55.2K 0.4% 71
2022
Q3 		$1.03M Sell
12,583
-1,494
-11% -$126K 0.39% 76
2022
Q2 		$1.07M Buy
14,077
+3,908
+38% +$320K 0.43% 64
2022
Q1 		$856K Buy
10,169
+3,339
+49% +$322K 0.3% 88
2021
Q4 		$670K Buy
6,830
+1,987
+41% +$198K 0.27% 94
2021
Q3 		$471K Buy
4,843
+1,000
+26% +$99.1K 0.23% 102
2021
Q2 		$352K Buy
3,843
+39
+1% +$3.34K 0.17% 123
2021
Q1 		$298K Hold
3,804
– – 0.15% 134
2020
Q4 		$261K Buy
+3,804
New +$218K 0.19% 115

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

Waterfront Wealth's MS Position: Q1 2026 in Review

Waterfront Wealth increased its Morgan Stanley (MS) stake by 3.6% in Q1 2026, buying an estimated $93.1K and bringing the position to 15,374 shares worth $2.53M. The position accounts for 0.46% of the portfolio, ranked #69.

Waterfront Wealth first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.69M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Waterfront Wealth held 15,374 shares of Morgan Stanley worth $2.53M as of Q1 2026.
  • Waterfront Wealth bought 538 Morgan Stanley shares in Q1 2026, an estimated $93.1K.
  • Morgan Stanley made up 0.46% of Waterfront Wealth's portfolio in Q1 2026, its #69 holding.
  • Waterfront Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Waterfront Wealth's Morgan Stanley position peaked at $2.69M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.