Westover Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Hold |
8,030
| – | – | 0.24% | 79 |
|
|
2025
Q4 | $1.43M | Buy |
8,030
+500
| +7% | +$83.4K | 0.26% | 76 |
|
|
2025
Q3 | $1.2M | Hold |
7,530
| – | – | 0.22% | 89 |
|
|
2025
Q2 | $1.06M | Hold |
7,530
| – | – | 0.21% | 91 |
|
|
2025
Q1 | $879K | Hold |
7,530
| – | – | 0.2% | 103 |
|
|
2024
Q4 | $947K | Sell |
7,530
-103
| -1% | -$12.7K | 0.21% | 98 |
|
|
2024
Q3 | $796K | Buy |
7,633
+1,830
| +32% | +$184K | 0.15% | 112 |
|
|
2024
Q2 | $564K | Hold |
5,803
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $546K | Hold |
5,803
| – | – | 0.16% | 109 |
|
|
2023
Q4 | $541K | Buy |
5,803
+103
| +2% | +$8.24K | 0.18% | 96 |
|
|
2023
Q3 | $466K | Hold |
5,700
| – | – | 0.17% | 107 |
|
|
2023
Q2 | $487K | Hold |
5,700
| – | – | 0.17% | 103 |
|
|
2023
Q1 | $500K | Buy |
5,700
+1,700
| +43% | +$159K | 0.19% | 95 |
|
|
2022
Q4 | $340K | Hold |
4,000
| – | – | 0.13% | 109 |
|
|
2022
Q3 | $316K | Hold |
4,000
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $304K | Hold |
4,000
| – | – | 0.11% | 127 |
|
|
2022
Q1 | $350K | Hold |
4,000
| – | – | 0.11% | 129 |
|
|
2021
Q4 | $393K | Hold |
4,000
| – | – | 0.11% | 122 |
|
|
2021
Q3 | $389K | Hold |
4,000
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $367K | Hold |
4,000
| – | – | 0.12% | 126 |
|
|
2021
Q1 | $311K | Hold |
4,000
| – | – | 0.11% | 130 |
|
|
2020
Q4 | $274K | Buy |
+4,000
| New | +$230K | 0.1% | 127 |
|
|
2020
Q2 | – | Sell |
-8,000
| Closed | -$272K | – | 123 |
|
|
2020
Q1 | $272K | Sell |
8,000
-100
| -1% | -$4.71K | 0.15% | 96 |
|
|
2019
Q4 | $414K | Buy |
8,100
+100
| +1% | +$4.73K | 0.19% | 95 |
|
|
2019
Q3 | $341K | Hold |
8,000
| – | – | 0.16% | 100 |
|
|
2019
Q2 | $350K | Hold |
8,000
| – | – | 0.17% | 95 |
|
|
2019
Q1 | $338K | Sell |
8,000
-7,025
| -47% | -$296K | 0.18% | 92 |
|
|
2018
Q4 | $596K | Sell |
15,025
-49,523
| -77% | -$2.16M | 0.37% | 62 |
|
|
2018
Q3 | $3.01M | Buy |
64,548
+809
| +1% | +$39.5K | 1.52% | 20 |
|
|
2018
Q2 | $3.02M | Sell |
63,739
-523
| -0.8% | -$27.3K | 1.63% | 21 |
|
|
2018
Q1 | $3.47M | Buy |
64,262
+2,278
| +4% | +$126K | 1.89% | 16 |
|
|
2017
Q4 | $3.25M | Buy |
61,984
+3,888
| +7% | +$197K | 1.79% | 17 |
|
|
2017
Q3 | $2.8M | Buy |
+58,096
| New | +$2.69M | 1.65% | 22 |
|
Other funds holding MS
VCM
VPM
Westover Capital Advisors's MS Position: Q1 2026 in Review
Westover Capital Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 8,030 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #79.
Westover Capital Advisors first reported a position in MS in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.47M in Q1 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Westover Capital Advisors held 8,030 shares of Morgan Stanley worth $1.32M as of Q1 2026.
- Westover Capital Advisors left its Morgan Stanley share count unchanged in Q1 2026.
- Morgan Stanley made up 0.24% of Westover Capital Advisors's portfolio in Q1 2026, its #79 holding.
- Westover Capital Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 33 quarters since.
- Westover Capital Advisors's Morgan Stanley position peaked at $3.47M in Q1 2018.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.