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WESPAC Advisors’s Morgan Stanley MS Stock Holding History

WESPAC Advisors’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 		– Sell
-1,194
Closed -$212K – 195
2025
Q4 		$212K Buy
+1,194
New +$199K 0.11% 161
2022
Q1 		– Sell
-7,381
Closed -$725K – 136
2021
Q4 		$725K Sell
7,381
-69
-0.9% -$6.87K 0.49% 80
2021
Q3 		$725K Buy
7,450
+2,951
+66% +$292K 0.45% 82
2021
Q2 		$413K Sell
4,499
-3,760
-46% -$322K 0.79% 61
2021
Q1 		$641K Sell
8,259
-1,784
-18% -$137K 0.48% 76
2020
Q4 		$688K Buy
+10,043
New +$576K 0.53% 70
2018
Q1 		– Sell
-9,270
Closed -$486K – 162
2017
Q4 		$486K Sell
9,270
-3,986
-30% -$202K 0.45% 70
2017
Q3 		$639K Buy
13,256
+73
+0.6% +$3.39K 0.42% 76
2017
Q2 		$587K Buy
13,183
+4,309
+49% +$186K 0.4% 73
2017
Q1 		$380K Buy
+8,874
New +$394K 0.44% 80

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

WESPAC Advisors's MS Position: Q1 2026 in Review

WESPAC Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,194 shares — an estimated $212K sold.

WESPAC Advisors first reported a position in MS in Q1 2017 and held it in 10 quarters. The position peaked at $725K in Q4 2021. 2,496 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WESPAC Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors sold 1,194 Morgan Stanley shares in Q1 2026, an estimated $212K.
  • WESPAC Advisors first reported a position in Morgan Stanley in Q1 2017 and held it in 10 quarters.
  • WESPAC Advisors's Morgan Stanley position peaked at $725K in Q4 2021.
  • 2,496 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.