WCM
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Weaver Capital Management’s Morgan Stanley MS Stock Holding History

Weaver Capital Management’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 		$543K Buy
3,298
+23
+0.7% +$3.98K 0.12% 123
2025
Q4 		$581K Buy
3,275
+1,011
+45% +$169K 0.12% 127
2025
Q3 		$360K Buy
+2,264
New +$334K 0.08% 137

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

Weaver Capital Management's MS Position: Q1 2026 in Review

Weaver Capital Management increased its Morgan Stanley (MS) stake by 0.7% in Q1 2026, buying an estimated $3.98K and bringing the position to 3,298 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #123.

Weaver Capital Management first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $581K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Weaver Capital Management held 3,298 shares of Morgan Stanley worth $543K as of Q1 2026.
  • Weaver Capital Management bought 23 Morgan Stanley shares in Q1 2026, an estimated $3.98K.
  • Morgan Stanley made up 0.12% of Weaver Capital Management's portfolio in Q1 2026, its #123 holding.
  • Weaver Capital Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Weaver Capital Management's Morgan Stanley position peaked at $581K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.