WWM
MS icon

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
2020
Q3 		– Sell
-3,000
Closed -$1K – 467
2020
Q2 		$1K Buy
+3,000
New +$126K ﹤0.01% 429

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.