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Wealth High Governance Capital’s Morgan Stanley MS Stock Holding History

Wealth High Governance Capital’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
-46,769
Closed -$8.3M – 61
2025
Q4 		$8.3M Buy
+46,769
New +$7.8M 2.43% 19
2023
Q4 		– Sell
-150,000
Closed -$12.3M – 30
2023
Q3 		$12.3M Sell
150,000
-100,000
-40% -$8.68M 4.26% 10
2023
Q2 		$21.4M Buy
+250,000
New +$21.4M 8.95% 5

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth High Governance Capital's MS Position: Q1 2026 in Review

Wealth High Governance Capital sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 46,769 shares — an estimated $8.3M sold.

Wealth High Governance Capital first reported a position in MS in Q2 2023 and held it in 3 quarters. The position peaked at $21.4M in Q2 2023. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth High Governance Capital reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Wealth High Governance Capital sold 46,769 Morgan Stanley shares in Q1 2026, an estimated $8.3M.
  • Wealth High Governance Capital first reported a position in Morgan Stanley in Q2 2023 and held it in 3 quarters.
  • Wealth High Governance Capital's Morgan Stanley position peaked at $21.4M in Q2 2023.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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