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Westfuller Advisors’s Morgan Stanley MS Stock Holding History

Westfuller 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 		$69.2K Buy
421
+7
+2% +$1.21K 0.03% 253
2025
Q4 		$73.5K Buy
414
+63
+18% +$10.5K 0.03% 262
2025
Q3 		$55.8K Buy
+351
New +$51.8K 0.03% 282

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

Westfuller Advisors's MS Position: Q1 2026 in Review

Westfuller Advisors increased its Morgan Stanley (MS) stake by 1.7% in Q1 2026, buying an estimated $1.21K and bringing the position to 421 shares worth $69.2K. The position accounts for 0.03% of the portfolio, ranked #253.

Westfuller Advisors first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $73.5K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Westfuller Advisors held 421 shares of Morgan Stanley worth $69.2K as of Q1 2026.
  • Westfuller Advisors bought 7 Morgan Stanley shares in Q1 2026, an estimated $1.21K.
  • Morgan Stanley made up 0.03% of Westfuller Advisors's portfolio in Q1 2026, its #253 holding.
  • Westfuller Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Morgan Stanley position peaked at $73.5K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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