Westside Investment Management’s Morgan Stanley MS Stock Holding History

Westside Investment 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	$28.3K	Hold	171	–	–	﹤0.01%	759
2025 Q4	$31K	Buy	171 +25	+17%	+$4.17K	0.01%	707
2025 Q3	$22.9K	Buy	146 +78	+115%	+$11.5K	﹤0.01%	834
2025 Q2	$9.59K	Buy	+68	New	+$8.35K	﹤0.01%	953
2024 Q4	–	Sell	-46	Closed	-$4.68K	–	1006
2024 Q3	$4.68K	Sell	46 -10	-18%	-$1.01K	﹤0.01%	790
2024 Q2	$5.44K	Buy	+56	New	+$5.33K	﹤0.01%	747
2024 Q1	–	Sell	-70	Closed	-$6.53K	–	904
2023 Q4	$6.53K	Hold	70	–	–	﹤0.01%	661
2023 Q3	$5.72K	Hold	70	–	–	﹤0.01%	674
2023 Q2	$5.98K	Hold	70	–	–	﹤0.01%	671
2023 Q1	$6.15K	Hold	70	–	–	﹤0.01%	667
2022 Q4	$5	Hold	70	–	–	﹤0.01%	698
2022 Q3	$5	Hold	70	–	–	﹤0.01%	686
2022 Q2	$5	Buy	+70	New	+$5.73K	﹤0.01%	684
2021 Q3	–	Sell	-500	Closed	-$45.8K	–	759
2021 Q2	$45.8K	Sell	500 -400	-44%	-$34.3K	0.11%	124
2021 Q1	$69.9K	Sell	900 -100	-10%	-$7.66K	0.18%	94
2020 Q4	$68.5K	Buy	1,000 +500	+100%	+$28.7K	0.19%	85
2020 Q3	$24.2K	Buy	+500	New	+$25.2K	0.01%	121
2020 Q2	–	Sell	-2,000	Closed	-$68	–	683
2020 Q1	$68	Buy	+2,000	New	+$94.2K	﹤0.01%	309

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

Westside Investment Management's MS Position: Q1 2026 in Review

Westside Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 171 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Westside Investment Management first reported a position in MS in Q1 2020 and has held it in 18 quarters since. The position peaked at $69.9K in Q1 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Westside Investment Management held 171 shares of Morgan Stanley worth $28.3K as of Q1 2026.
Westside Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #759 holding.
Westside Investment Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 18 quarters since.
Westside Investment Management's Morgan Stanley position peaked at $69.9K in Q1 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.