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WealthTrust Axiom’s Morgan Stanley MS Stock Holding History

WealthTrust Axiom’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 		$291K Hold
1,770
– – 0.07% 207
2025
Q4 		$314K Hold
1,770
– – 0.08% 192
2025
Q3 		$281K Hold
1,770
– – 0.08% 205
2025
Q2 		$249K Hold
1,770
– – 0.07% 205
2025
Q1 		$207K Hold
1,770
– – 0.06% 227
2024
Q4 		$223K Buy
+1,770
New +$218K 0.07% 221

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

WealthTrust Axiom's MS Position: Q1 2026 in Review

WealthTrust Axiom held its Morgan Stanley (MS) position steady in Q1 2026 at 1,770 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #207.

WealthTrust Axiom first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WealthTrust Axiom held 1,770 shares of Morgan Stanley worth $291K as of Q1 2026.
  • WealthTrust Axiom left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.07% of WealthTrust Axiom's portfolio in Q1 2026, its #207 holding.
  • WealthTrust Axiom first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • WealthTrust Axiom's Morgan Stanley position peaked at $314K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.