Wealth Effects’s Morgan Stanley MS Stock Holding History

Wealth Effects’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	$823K	Sell	5,000 -75	-1%	-$13K	0.29%	73
2025 Q4	$901K	Hold	5,075	–	–	0.28%	62
2025 Q3	$807K	Hold	5,075	–	–	0.26%	69
2025 Q2	$715K	Sell	5,075 -100	-2%	-$12.3K	0.27%	74
2025 Q1	$604K	Sell	5,175 -500	-9%	-$64.4K	0.25%	78
2024 Q4	$713K	Sell	5,675 -25	-0.4%	-$3.08K	0.25%	74
2024 Q3	$594K	Hold	5,700	–	–	0.21%	94
2024 Q2	$554K	Sell	5,700 -56	-1%	-$5.33K	0.2%	94
2024 Q1	$542K	Hold	5,756	–	–	0.2%	101
2023 Q4	$537K	Buy	5,756 +51	+0.9%	+$4.08K	0.2%	104
2023 Q3	$466K	Buy	5,705 +1	+0%	+$87	0.23%	99
2023 Q2	$487K	Hold	5,704	–	–	0.21%	97
2023 Q1	$501K	Sell	5,704 -100	-2%	-$9.33K	0.26%	88
2022 Q4	$493K	Sell	5,804 -7,499	-56%	-$639K	0.28%	83
2022 Q3	$1.05M	Sell	13,303 -14	-0.1%	-$1.18K	0.64%	38
2022 Q2	$1.01M	Buy	13,317 +190	+1%	+$15.6K	0.61%	45
2022 Q1	$1.15M	Hold	13,127	–	–	0.54%	45
2021 Q4	$1.29M	Buy	+13,127	New	+$1.31M	0.54%	43

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Effects's MS Position: Q1 2026 in Review

Wealth Effects reduced its Morgan Stanley (MS) stake by 1.5% in Q1 2026, selling an estimated $13K and leaving 5,000 shares worth $823K. The position accounts for 0.29% of the portfolio, ranked #73.

Wealth Effects first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wealth Effects held 5,000 shares of Morgan Stanley worth $823K as of Q1 2026.
Wealth Effects sold 75 Morgan Stanley shares in Q1 2026, an estimated $13K.
Morgan Stanley made up 0.29% of Wealth Effects's portfolio in Q1 2026, its #73 holding.
Wealth Effects first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's Morgan Stanley position peaked at $1.29M in Q4 2021.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.