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Wealthspire Advisors (New York)’s Morgan Stanley MS Stock Holding History

Wealthspire Advisors (New York)’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 		$3.72M Sell
22,604
-3,065
-12% -$531K 0.03% 192
2025
Q4 		$4.56M Buy
25,669
+3,526
+16% +$588K 0.04% 169
2025
Q3 		$3.52M Sell
22,143
-2,404
-10% -$355K 0.02% 199
2025
Q2 		$3.46M Sell
24,547
-946
-4% -$116K 0.02% 201
2025
Q1 		$2.97M Sell
25,493
-4,815
-16% -$620K 0.02% 214
2024
Q4 		$3.81M Sell
30,308
-3,174
-9% -$391K 0.04% 167
2024
Q3 		$3.49M Buy
33,482
+428
+1% +$43.1K 0.04% 173
2024
Q2 		$3.21M Sell
33,054
-2,242
-6% -$213K 0.04% 143
2024
Q1 		$3.32M Sell
35,296
-1,813
-5% -$160K 0.04% 139
2023
Q4 		$3.46M Sell
37,109
-537
-1% -$43K 0.05% 138
2023
Q3 		$3.07M Buy
37,646
+24,787
+193% +$2.15M 0.05% 133
2023
Q2 		$1.1M Buy
12,859
+134
+1% +$11.5K 0.02% 232
2023
Q1 		$1.12M Sell
12,725
-1,251
-9% -$117K 0.02% 230
2022
Q4 		$1.19M Buy
13,976
+4,101
+42% +$350K 0.02% 228
2022
Q3 		$780K Sell
9,875
-1,066
-10% -$89.8K 0.02% 264
2022
Q2 		$832K Buy
10,941
+3,418
+45% +$280K 0.02% 234
2022
Q1 		$657K Sell
7,523
-6,513
-46% -$628K 0.01% 233
2021
Q4 		$1.38M Sell
14,036
-4,024
-22% -$401K 0.03% 186
2021
Q3 		$1.76M Buy
18,060
+14,626
+426% +$1.45M 0.04% 178
2021
Q2 		$315K Sell
3,434
-30,418
-90% -$2.61M 0.01% 283
2021
Q1 		$2.63M Buy
33,852
+15,095
+80% +$1.16M 0.06% 141
2020
Q4 		$1.28M Buy
18,757
+8,248
+78% +$473K 0.04% 178
2020
Q3 		$508K Buy
10,509
+1,441
+16% +$72.6K 0.03% 181
2020
Q2 		$438K Sell
9,068
-12,643
-58% -$531K 0.03% 166
2020
Q1 		$738K Buy
21,711
+16,926
+354% +$797K 0.03% 239
2019
Q4 		$245K Buy
+4,785
New +$226K 0.02% 176
2019
Q1 		– Sell
-1,138
Closed -$45K – 518
2018
Q4 		$45K Buy
+1,138
New +$49.7K ﹤0.01% 201

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

Wealthspire Advisors (New York)'s MS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $531K and leaving 22,604 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #192.

Wealthspire Advisors (New York) first reported a position in MS in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.56M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wealthspire Advisors (New York) held 22,604 shares of Morgan Stanley worth $3.72M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,065 Morgan Stanley shares in Q1 2026, an estimated $531K.
  • Morgan Stanley made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #192 holding.
  • Wealthspire Advisors (New York) first reported a position in Morgan Stanley in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Morgan Stanley position peaked at $4.56M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.