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Wealth Architects’s Morgan Stanley MS Stock Holding History

Wealth Architects’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 		$245K Sell
1,488
-20
-1% -$3.46K 0.02% 203
2025
Q4 		$268K Buy
+1,508
New +$252K 0.02% 194

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 Architects's MS Position: Q1 2026 in Review

Wealth Architects reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $3.46K and leaving 1,488 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #203.

Wealth Architects first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth Architects held 1,488 shares of Morgan Stanley worth $245K as of Q1 2026.
  • Wealth Architects sold 20 Morgan Stanley shares in Q1 2026, an estimated $3.46K.
  • Morgan Stanley made up 0.02% of Wealth Architects's portfolio in Q1 2026, its #203 holding.
  • Wealth Architects first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Wealth Architects's Morgan Stanley position peaked at $268K in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.