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Wealth Dimensions Group’s Morgan Stanley MS Stock Holding History

Wealth Dimensions 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 		$371K Buy
2,253
+68
+3% +$11.8K 0.07% 123
2025
Q4 		$388K Sell
2,185
-19
-0.9% -$3.17K 0.08% 118
2025
Q3 		$350K Buy
2,204
+1
+0% +$148 0.07% 124
2025
Q2 		$310K Hold
2,203
– – 0.07% 127
2025
Q1 		$257K Sell
2,203
-68
-3% -$8.76K 0.06% 138
2024
Q4 		$285K Buy
+2,271
New +$280K 0.07% 123

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 Dimensions Group's MS Position: Q1 2026 in Review

Wealth Dimensions Group increased its Morgan Stanley (MS) stake by 3.1% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,253 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #123.

Wealth Dimensions Group first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $388K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth Dimensions Group held 2,253 shares of Morgan Stanley worth $371K as of Q1 2026.
  • Wealth Dimensions Group bought 68 Morgan Stanley shares in Q1 2026, an estimated $11.8K.
  • Morgan Stanley made up 0.07% of Wealth Dimensions Group's portfolio in Q1 2026, its #123 holding.
  • Wealth Dimensions Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Wealth Dimensions Group's Morgan Stanley position peaked at $388K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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