WRPWM
MS icon

Werba Rubin Papier Wealth Management’s Morgan Stanley MS Stock Holding History

Werba Rubin Papier Wealth 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 		$470K Buy
2,855
+311
+12% +$53.8K 0.07% 144
2025
Q4 		$452K Buy
2,544
+423
+20% +$70.6K 0.12% 115
2025
Q3 		$337K Buy
2,121
+73
+4% +$10.8K 0.05% 154
2025
Q2 		$288K Buy
2,048
+326
+19% +$40K 0.05% 159
2025
Q1 		$201K Sell
1,722
-23
-1% -$2.96K 0.04% 182
2024
Q4 		$219K Sell
1,745
-373
-18% -$45.9K 0.05% 169
2024
Q3 		$221K Buy
+2,118
New +$213K 0.05% 166
2023
Q3 		– Sell
-2,371
Closed -$202K – 130
2023
Q2 		$202K Buy
2,371
+1
+0% +$86 0.07% 111
2023
Q1 		$208K Buy
+2,370
New +$221K 0.08% 98

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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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