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Wellington Shields & Co’s Morgan Stanley MS Stock Holding History

Wellington Shields & Co’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 		$150K Hold
911
– – 0.04% 256
2025
Q4 		$162K Hold
911
– – 0.04% 249
2025
Q3 		$145K Hold
911
– – 0.04% 252
2025
Q2 		$128K Buy
911
+200
+28% +$24.6K 0.04% 246
2025
Q1 		$83K Buy
711
+302
+74% +$38.9K 0.03% 259
2024
Q4 		$51.4K Sell
409
-266
-39% -$32.8K 0.02% 270
2024
Q3 		$70.4K Buy
675
+49
+8% +$4.93K 0.02% 278
2024
Q2 		$60.8K Hold
626
– – 0.02% 270
2024
Q1 		$58.9K Hold
626
– – 0.02% 273
2023
Q4 		$58.4K Buy
626
+251
+67% +$20.1K 0.02% 264
2023
Q3 		$30.6K Buy
375
+175
+88% +$15.2K 0.01% 270
2023
Q2 		$17.1K Hold
200
– – ﹤0.01% 282
2023
Q1 		$17.6K Hold
200
– – ﹤0.01% 288
2022
Q4 		$17K Hold
200
– – ﹤0.01% 283
2022
Q3 		$16K Sell
200
-550
-73% -$46.4K 0.01% 272
2022
Q2 		$57K Buy
+750
New +$61.4K 0.01% 252

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

Wellington Shields & Co's MS Position: Q1 2026 in Review

Wellington Shields & Co held its Morgan Stanley (MS) position steady in Q1 2026 at 911 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #256.

Wellington Shields & Co first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $162K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wellington Shields & Co held 911 shares of Morgan Stanley worth $150K as of Q1 2026.
  • Wellington Shields & Co left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.04% of Wellington Shields & Co's portfolio in Q1 2026, its #256 holding.
  • Wellington Shields & Co first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • Wellington Shields & Co's Morgan Stanley position peaked at $162K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.