Wealth Management Associates’s Morgan Stanley MS Stock Holding History

Wealth Management Associates’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	$316K	Buy	1,918 +1	+0.1%	+$173	0.11%	172
2025 Q4	$340K	Hold	1,917	–	–	0.12%	157
2025 Q3	$305K	Buy	1,917 +22	+1%	+$3.25K	0.11%	167
2025 Q2	$267K	Buy	1,895 +1	+0.1%	+$123	0.1%	180
2025 Q1	$221K	Hold	1,894	–	–	0.09%	193
2024 Q4	$238K	Buy	+1,894	New	+$233K	0.1%	180
2024 Q1	–	Sell	-2,172	Closed	-$203K	–	214
2023 Q4	$203K	Buy	+2,172	New	+$174K	0.11%	188

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 Management Associates's MS Position: Q1 2026 in Review

Wealth Management Associates increased its Morgan Stanley (MS) stake by 0.05% in Q1 2026, buying an estimated $173 and bringing the position to 1,918 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #172.

Wealth Management Associates first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wealth Management Associates held 1,918 shares of Morgan Stanley worth $316K as of Q1 2026.
Wealth Management Associates bought 1 Morgan Stanley share in Q1 2026, an estimated $173.
Morgan Stanley made up 0.11% of Wealth Management Associates's portfolio in Q1 2026, its #172 holding.
Wealth Management Associates first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
Wealth Management Associates's Morgan Stanley position peaked at $340K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.