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Wealth Alliance Advisory Group’s Morgan Stanley MS Stock Holding History

Wealth Alliance 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 		– Sell
-1,158
Closed -$206K – 204
2025
Q4 		$206K Buy
+1,158
New +$193K 0.04% 189
2025
Q2 		– Sell
-1,863
Closed -$217K – 196
2025
Q1 		$217K Sell
1,863
-97
-5% -$12.5K 0.05% 179
2024
Q4 		$246K Hold
1,960
– – 0.05% 162
2024
Q3 		$204K Buy
+1,960
New +$197K 0.04% 178

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
Vanguard Capital Management
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
Vanguard Portfolio Management
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Alliance Advisory Group's MS Position: Q1 2026 in Review

Wealth Alliance Advisory Group sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,158 shares — an estimated $206K sold.

Wealth Alliance Advisory Group first reported a position in MS in Q3 2024 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 2,510 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth Alliance Advisory Group reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,158 Morgan Stanley shares in Q1 2026, an estimated $206K.
  • Wealth Alliance Advisory Group first reported a position in Morgan Stanley in Q3 2024 and held it in 4 quarters.
  • Wealth Alliance Advisory Group's Morgan Stanley position peaked at $246K in Q4 2024.
  • 2,510 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.