WealthShield Partners’s Morgan Stanley MS Stock Holding History

WealthShield Partners’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	$455K	Sell	2,762 -6	-0.2%	-$1.04K	0.05%	248
2025 Q4	$491K	Buy	2,768 +623	+29%	+$104K	0.05%	246
2025 Q3	$341K	Sell	2,145 -1	-0%	-$148	0.04%	269
2025 Q2	$302K	Sell	2,146 -13	-0.6%	-$1.6K	0.04%	277
2025 Q1	$252K	Buy	+2,159	New	+$278K	0.03%	290
2022 Q1	–	Sell	-2,266	Closed	-$222K	–	360
2021 Q4	$222K	Buy	+2,266	New	+$226K	0.04%	263
2021 Q2	–	Sell	-1,684	Closed	-$130K	–	1002
2021 Q1	$130K	Buy	+1,684	New	+$129K	0.02%	307

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

WealthShield Partners's MS Position: Q1 2026 in Review

WealthShield Partners reduced its Morgan Stanley (MS) stake by 0.22% in Q1 2026, selling an estimated $1.04K and leaving 2,762 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #248.

WealthShield Partners first reported a position in MS in Q1 2021 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

WealthShield Partners held 2,762 shares of Morgan Stanley worth $455K as of Q1 2026.
WealthShield Partners sold 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
Morgan Stanley made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #248 holding.
WealthShield Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
WealthShield Partners's Morgan Stanley position peaked at $491K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.