WI
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WBI Investments’s Morgan Stanley MS Stock Holding History

WBI Investments’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
-3,467
Closed -$616K – 364
2025
Q4 		$616K Buy
+3,467
New +$578K 0.16% 177
2021
Q1 		– Sell
-3,315
Closed -$227K – 217
2020
Q4 		$227K Buy
+3,315
New +$190K 0.03% 164
2020
Q1 		– Sell
-22,826
Closed -$1.17M – 164
2019
Q4 		$1.17M Buy
+22,826
New +$1.08M 0.12% 122
2017
Q4 		– Sell
-68,250
Closed -$3.29M – 345
2017
Q3 		$3.29M Sell
68,250
-2,036
-3% -$94.4K 0.14% 99
2017
Q2 		$3.13M Buy
+70,286
New +$3.03M 0.14% 118
2017
Q1 		– Sell
-13,715
Closed -$579K – 338
2016
Q4 		$579K Sell
13,715
-48,694
-78% -$1.84M 0.02% 238
2016
Q3 		$2M Buy
+62,409
New +$1.86M 0.08% 163

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

WBI Investments's MS Position: Q1 2026 in Review

WBI Investments sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,467 shares — an estimated $616K sold.

WBI Investments first reported a position in MS in Q3 2016 and held it in 7 quarters. The position peaked at $3.29M in Q3 2017. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WBI Investments reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 3,467 Morgan Stanley shares in Q1 2026, an estimated $616K.
  • WBI Investments first reported a position in Morgan Stanley in Q3 2016 and held it in 7 quarters.
  • WBI Investments's Morgan Stanley position peaked at $3.29M in Q3 2017.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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