WWM
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Western Wealth Management’s Morgan Stanley MS Stock Holding History

Western 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 		$1.52M Buy
9,263
+1,279
+16% +$221K 0.06% 332
2025
Q4 		$1.42M Buy
7,984
+121
+2% +$20.2K 0.07% 281
2025
Q3 		$1.25M Buy
7,863
+8
+0.1% +$1.18K 0.07% 257
2025
Q2 		$1.11M Buy
7,855
+2,086
+36% +$256K 0.07% 254
2025
Q1 		$673K Sell
5,769
-571
-9% -$73.6K 0.04% 320
2024
Q4 		$797K Buy
6,340
+178
+3% +$21.9K 0.05% 284
2024
Q3 		$642K Buy
6,162
+178
+3% +$17.9K 0.04% 397
2024
Q2 		$582K Sell
5,984
-409
-6% -$38.9K 0.04% 329
2024
Q1 		$602K Buy
6,393
+641
+11% +$56.4K 0.05% 321
2023
Q4 		$536K Buy
5,752
+683
+13% +$54.6K 0.04% 395
2023
Q3 		$414K Sell
5,069
-1,591
-24% -$138K 0.04% 428
2023
Q2 		$569K Sell
6,660
-5
-0.1% -$428 0.05% 350
2023
Q1 		$585K Sell
6,665
-450
-6% -$42K 0.05% 334
2022
Q4 		$605K Sell
7,115
-10,874
-60% -$927K 0.06% 309
2022
Q3 		$1.42M Buy
17,989
+229
+1% +$19.3K 0.08% 239
2022
Q2 		$1.36M Sell
17,760
-207
-1% -$17K 0.08% 245
2022
Q1 		$1.57M Buy
17,967
+9,470
+111% +$914K 0.08% 245
2021
Q4 		$835K Buy
+8,497
New +$846K 0.08% 226
2021
Q2 		$534K Buy
5,816
+819
+16% +$70.2K 0.05% 342
2021
Q1 		$388K Buy
4,997
+14
+0.3% +$1.07K 0.05% 341
2020
Q4 		$341K Sell
4,983
-316
-6% -$18.1K 0.05% 325
2020
Q3 		$256K Sell
5,299
-195
-4% -$9.82K 0.04% 365
2020
Q2 		$265K Buy
+5,494
New +$231K 0.05% 336
2020
Q1 		– Sell
-4,998
Closed -$255K – 401
2019
Q4 		$255K Sell
4,998
-617
-11% -$29.2K 0.04% 344
2019
Q3 		$239K Buy
5,615
+714
+15% +$30.5K 0.05% 343
2019
Q2 		$215K Sell
4,901
-697
-12% -$31.1K 0.03% 373
2019
Q1 		$237K Buy
5,598
+84
+2% +$3.54K 0.05% 334
2018
Q4 		$216K Buy
+5,514
New +$241K 0.06% 311

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

Western Wealth Management's MS Position: Q1 2026 in Review

Western Wealth Management increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $221K and bringing the position to 9,263 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #332.

Western Wealth Management first reported a position in MS in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.57M in Q1 2022. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Western Wealth Management held 9,263 shares of Morgan Stanley worth $1.52M as of Q1 2026.
  • Western Wealth Management bought 1,279 Morgan Stanley shares in Q1 2026, an estimated $221K.
  • Morgan Stanley made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #332 holding.
  • Western Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's Morgan Stanley position peaked at $1.57M in Q1 2022.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.