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WCG Wealth Advisors’s Morgan Stanley MS Stock Holding History

WCG Wealth Advisors’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 		$2.11M Buy
12,798
+130
+1% +$22.5K 0.06% 265
2025
Q4 		$2.25M Buy
+12,668
New +$2.11M 0.06% 243
2024
Q2 		– Sell
-13,577
Closed -$1.28M – 293
2024
Q1 		$1.28M Sell
13,577
-1,860
-12% -$164K 0.11% 165
2023
Q4 		$1.44M Sell
15,437
-100
-0.6% -$8K 0.11% 167
2023
Q3 		$1.28M Buy
15,537
+3,471
+29% +$301K 0.09% 174
2023
Q2 		$1.03M Buy
12,066
+81
+0.7% +$6.93K 0.12% 110
2023
Q1 		$1.05M Hold
11,985
– – 0.13% 112
2022
Q4 		$1.02M Buy
11,985
+885
+8% +$75.4K 0.14% 110
2022
Q3 		$947K Hold
11,100
– – 0.13% 129
2022
Q2 		$844K Buy
+11,100
New +$909K 0.12% 135

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

WCG Wealth Advisors's MS Position: Q1 2026 in Review

WCG Wealth Advisors increased its Morgan Stanley (MS) stake by 1% in Q1 2026, buying an estimated $22.5K and bringing the position to 12,798 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #265.

WCG Wealth Advisors first reported a position in MS in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.25M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WCG Wealth Advisors held 12,798 shares of Morgan Stanley worth $2.11M as of Q1 2026.
  • WCG Wealth Advisors bought 130 Morgan Stanley shares in Q1 2026, an estimated $22.5K.
  • Morgan Stanley made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #265 holding.
  • WCG Wealth Advisors first reported a position in Morgan Stanley in Q2 2022 and has held it in 10 quarters since.
  • WCG Wealth Advisors's Morgan Stanley position peaked at $2.25M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.