WOSD
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WFA of San Diego’s Morgan Stanley MS Stock Holding History

WFA of San Diego’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 		$32.9K Hold
200
– – 0.03% 216
2025
Q4 		$35.5K Hold
200
– – 0.03% 216
2025
Q3 		$31.8K Hold
200
– – 0.02% 245
2025
Q2 		$28.2K Buy
+200
New +$24.6K 0.02% 245
2024
Q3 		$20.8K Hold
200
– – 0.02% 238
2024
Q2 		$19.4K Buy
+200
New +$19K 0.02% 245
2023
Q3 		$16.3K Hold
200
– – 0.02% 250
2023
Q2 		$17.1K Buy
+200
New +$17.1K 0.02% 245
2023
Q1 		– Sell
-200
Closed -$17K – 282
2022
Q4 		$17K Buy
+200
New +$17K 0.01% 306
2022
Q3 		– Sell
-200
Closed -$15K – 279
2022
Q2 		$15K Buy
+200
New +$16.4K 0.01% 241

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

WFA of San Diego's MS Position: Q1 2026 in Review

WFA of San Diego held its Morgan Stanley (MS) position steady in Q1 2026 at 200 shares worth $32.9K. The position accounts for 0.03% of the portfolio, ranked #216.

WFA of San Diego first reported a position in MS in Q2 2022 and has held it in 10 quarters since. The position peaked at $35.5K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WFA of San Diego held 200 shares of Morgan Stanley worth $32.9K as of Q1 2026.
  • WFA of San Diego left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #216 holding.
  • WFA of San Diego first reported a position in Morgan Stanley in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Morgan Stanley position peaked at $35.5K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.