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Westbourne Investment Advisors’s Morgan Stanley MS Stock Holding History

Westbourne Investment 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 		$11.7M Sell
71,372
-56
-0.1% -$9.7K 3.42% 9
2025
Q4 		$12.7M Sell
71,428
-3,965
-5% -$661K 3.5% 8
2025
Q3 		$12M Sell
75,393
-1,357
-2% -$200K 3.34% 8
2025
Q2 		$10.8M Buy
76,750
+538
+0.7% +$66.1K 3.28% 9
2025
Q1 		$8.89M Sell
76,212
-58
-0.1% -$7.47K 3.16% 9
2024
Q4 		$9.59M Sell
76,270
-719
-0.9% -$88.6K 3.28% 8
2024
Q3 		$8.03M Buy
76,989
+677
+0.9% +$68.2K 2.8% 8
2024
Q2 		$7.42M Sell
76,312
-130
-0.2% -$12.4K 2.69% 9
2024
Q1 		$7.2M Buy
76,442
+661
+0.9% +$58.2K 2.65% 10
2023
Q4 		$7.07M Buy
75,781
+486
+0.6% +$38.9K 2.83% 9
2023
Q3 		$6.15M Buy
75,295
+566
+0.8% +$49.1K 2.83% 10
2023
Q2 		$6.38M Buy
74,729
+1,227
+2% +$105K 2.86% 7
2023
Q1 		$6.45M Sell
73,502
-2,821
-4% -$263K 3.12% 7
2022
Q4 		$6.49M Buy
76,323
+57
+0.1% +$4.86K 3.28% 7
2022
Q3 		$6.03M Sell
76,266
-2,108
-3% -$178K 3.19% 7
2022
Q2 		$5.96M Sell
78,374
-198
-0.3% -$16.2K 3.7% 5
2022
Q1 		$6.87M Buy
78,572
+375
+0.5% +$36.2K 2.84% 7
2021
Q4 		$7.68M Buy
78,197
+644
+0.8% +$64.2K 3.02% 7
2021
Q3 		$7.55M Sell
77,553
-1,470
-2% -$146K 3.44% 8
2021
Q2 		$7.25M Buy
79,023
+776
+1% +$66.5K 3.28% 8
2021
Q1 		$6.08M Sell
78,247
-3,268
-4% -$250K 3.02% 10
2020
Q4 		$5.59M Sell
81,515
-1,195
-1% -$68.6K 3.27% 8
2020
Q3 		$4M Sell
82,710
-2,845
-3% -$143K 4.59% 6
2020
Q2 		$4.13M Sell
85,555
-25
-0% -$1.05K 5.09% 5
2020
Q1 		$2.91M Sell
85,580
-2,545
-3% -$120K 2.69% 10
2019
Q4 		$4.5M Buy
88,125
+730
+0.8% +$34.6K 3.07% 6
2019
Q3 		$3.73M Buy
87,395
+16,200
+23% +$692K 2.79% 7
2019
Q2 		$3.12M Buy
71,195
+10,740
+18% +$479K 2.53% 9
2019
Q1 		$2.55M Buy
60,455
+14,495
+32% +$610K 1.95% 15
2018
Q4 		$1.82M Buy
45,960
+10,755
+31% +$469K 1.57% 18
2018
Q3 		$1.64M Buy
35,205
+7,770
+28% +$379K 1.19% 22
2018
Q2 		$1.3M Sell
27,435
-760
-3% -$39.7K 1.12% 25
2018
Q1 		$1.52M Buy
28,195
+1,355
+5% +$75K 1.22% 23
2017
Q4 		$1.41M Sell
26,840
-1,850
-6% -$93.6K 1.07% 27
2017
Q3 		$1.38M Sell
28,690
-125
-0.4% -$5.8K 1.08% 29
2017
Q2 		$1.28M Buy
28,815
+425
+1% +$18.3K 1.04% 31
2017
Q1 		$1.22M Sell
28,390
-4,575
-14% -$203K 1% 33
2016
Q4 		$1.39M Sell
32,965
-3,885
-11% -$147K 1.22% 26
2016
Q3 		$1.18M Buy
36,850
+365
+1% +$10.9K 1.05% 34
2016
Q2 		$948K Buy
36,485
+3,150
+9% +$82.4K 0.86% 41
2016
Q1 		$834K Buy
33,335
+1,580
+5% +$40.3K 0.8% 43
2015
Q4 		$1.01M Buy
31,755
+2,045
+7% +$68K 0.98% 37
2015
Q3 		$936K Buy
29,710
+2,920
+11% +$106K 0.94% 32
2015
Q2 		$1.04M Buy
+26,790
New +$1.02M 0.94% 35

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

Westbourne Investment Advisors's MS Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its Morgan Stanley (MS) stake by 0.08% in Q1 2026, selling an estimated $9.7K and leaving 71,372 shares worth $11.7M. The position accounts for 3.42% of the portfolio, ranked #9.

Westbourne Investment Advisors first reported a position in MS in Q2 2015 and has held it in 44 quarters since. The position peaked at $12.7M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Westbourne Investment Advisors held 71,372 shares of Morgan Stanley worth $11.7M as of Q1 2026.
  • Westbourne Investment Advisors sold 56 Morgan Stanley shares in Q1 2026, an estimated $9.7K.
  • Morgan Stanley made up 3.42% of Westbourne Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Westbourne Investment Advisors first reported a position in Morgan Stanley in Q2 2015 and has held it in 44 quarters since.
  • Westbourne Investment Advisors's Morgan Stanley position peaked at $12.7M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.