WPA
MS icon

Wealth Preservation Advisors’s Morgan Stanley MS Stock Holding History

Wealth Preservation Advisors’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 		$541K Sell
3,290
-44
-1% -$7.62K 0.45% 27
2025
Q4 		$592K Sell
3,334
-2
-0.1% -$334 0.3% 34
2025
Q3 		$530K Sell
3,336
-2
-0.1% -$295 0.31% 39
2025
Q2 		$470K Sell
3,338
-236
-7% -$29K 0.29% 45
2025
Q1 		$417K Buy
+3,574
New +$461K 0.3% 46

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 Preservation Advisors's MS Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $7.62K and leaving 3,290 shares worth $541K. The position accounts for 0.45% of the portfolio, ranked #27.

Wealth Preservation Advisors first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $592K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealth Preservation Advisors held 3,290 shares of Morgan Stanley worth $541K as of Q1 2026.
  • Wealth Preservation Advisors sold 44 Morgan Stanley shares in Q1 2026, an estimated $7.62K.
  • Morgan Stanley made up 0.45% of Wealth Preservation Advisors's portfolio in Q1 2026, its #27 holding.
  • Wealth Preservation Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Morgan Stanley position peaked at $592K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.