WestEnd Advisors’s Morgan Stanley MS Stock Holding History

WestEnd 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	$6.42K	Hold	39	–	–	﹤0.01%	93
2025 Q4	$6.92K	Buy	39 +11	+39%	+$1.83K	﹤0.01%	91
2025 Q3	$4.45K	Buy	28 +1	+4%	+$148	﹤0.01%	101
2025 Q2	$3.8K	Sell	27 -10	-27%	-$1.23K	﹤0.01%	115
2025 Q1	$4.32K	Buy	37 +12	+48%	+$1.55K	﹤0.01%	106
2024 Q4	$3.14K	Buy	25 +2	+9%	+$246	﹤0.01%	87
2024 Q3	$2.4K	Buy	23 +2	+10%	+$201	﹤0.01%	86
2024 Q2	$2.04K	Buy	21 +16	+320%	+$1.52K	﹤0.01%	88
2024 Q1	$471	Buy	+5	New	+$440	﹤0.01%	154
2022 Q1	–	Sell	-17	Closed	-$1.64K	–	97
2021 Q4	$1.67K	Buy	+17	New	+$1.69K	﹤0.01%	86
2021 Q3	–	Hold	0	–	–	–	77
2021 Q2	–	Hold	0	–	–	–	77

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WestEnd Advisors's MS Position: Q1 2026 in Review

WestEnd Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 39 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

WestEnd Advisors first reported a position in MS in Q4 2021 and has held it in 10 quarters since. The position peaked at $6.92K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

WestEnd Advisors held 39 shares of Morgan Stanley worth $6.42K as of Q1 2026.
WestEnd Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #93 holding.
WestEnd Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's Morgan Stanley position peaked at $6.92K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.