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Wealth Alliance’s Morgan Stanley MS Stock Holding History

Wealth Alliance’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 		$318K Sell
1,934
-174
-8% -$30.1K 0.03% 418
2025
Q4 		$374K Sell
2,108
-182
-8% -$30.4K 0.04% 378
2025
Q3 		$364K Sell
2,290
-3,519
-61% -$520K 0.04% 372
2025
Q2 		$818K Sell
5,809
-116
-2% -$14.2K 0.09% 201
2025
Q1 		$691K Sell
5,925
-1,506
-20% -$194K 0.08% 212
2024
Q4 		$934K Sell
7,431
-1,256
-14% -$155K 0.11% 170
2024
Q3 		$906K Buy
8,687
+4,989
+135% +$502K 0.11% 177
2024
Q2 		$359K Buy
3,698
+11
+0.3% +$1.05K 0.05% 329
2024
Q1 		$347K Sell
3,687
-349
-9% -$30.7K 0.05% 363
2023
Q4 		$376K Hold
4,036
– – 0.05% 317
2023
Q3 		$330K Sell
4,036
-553
-12% -$48K 0.05% 327
2023
Q2 		$392K Sell
4,589
-713
-13% -$61K 0.06% 304
2023
Q1 		$466K Buy
5,302
+396
+8% +$37K 0.08% 253
2022
Q4 		$417K Sell
4,906
-4
-0.1% -$341 0.07% 263
2022
Q3 		$388K Buy
4,910
+138
+3% +$11.6K 0.08% 263
2022
Q2 		$363K Buy
4,772
+68
+1% +$5.57K 0.07% 275
2022
Q1 		$411K Sell
4,704
-1,133
-19% -$109K 0.08% 260
2021
Q4 		$573K Sell
5,837
-62
-1% -$6.18K 0.12% 201
2021
Q3 		$575K Sell
5,899
-787
-12% -$78K 0.13% 177
2021
Q2 		$613K Sell
6,686
-726
-10% -$62.3K 0.14% 165
2021
Q1 		$576K Sell
7,412
-43
-0.6% -$3.29K 0.16% 152
2020
Q4 		$511K Buy
7,455
+760
+11% +$43.6K 0.15% 168
2020
Q3 		$324K Sell
6,695
-568
-8% -$28.6K 0.12% 216
2020
Q2 		$351K Buy
+7,263
New +$305K 0.14% 189

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

Wealth Alliance's MS Position: Q1 2026 in Review

Wealth Alliance reduced its Morgan Stanley (MS) stake by 8.3% in Q1 2026, selling an estimated $30.1K and leaving 1,934 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #418.

Wealth Alliance first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $934K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth Alliance held 1,934 shares of Morgan Stanley worth $318K as of Q1 2026.
  • Wealth Alliance sold 174 Morgan Stanley shares in Q1 2026, an estimated $30.1K.
  • Morgan Stanley made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #418 holding.
  • Wealth Alliance first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Morgan Stanley position peaked at $934K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.