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Wealth High Governance Asset Management’s Morgan Stanley MS Stock Holding History

Wealth High Governance Asset Management’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
-73,231
Closed -$13M – 68
2025
Q4 		$13M Buy
+73,231
New +$12.2M 2.32% 19

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
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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 $336B AUM 34.66% 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 High Governance Asset Management's MS Position: Q1 2026 in Review

Wealth High Governance Asset Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 73,231 shares — an estimated $13M sold.

Wealth High Governance Asset Management first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $13M in Q4 2025. 2,497 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth High Governance Asset Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 73,231 Morgan Stanley shares in Q1 2026, an estimated $13M.
  • Wealth High Governance Asset Management first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Wealth High Governance Asset Management's Morgan Stanley position peaked at $13M in Q4 2025.
  • 2,497 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.