WWM
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Whalen Wealth Management’s Morgan Stanley MS Stock Holding History

Whalen 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
2026
Q1 		$1.08M Buy
6,537
+2,573
+65% +$445K 0.58% 44
2025
Q4 		$704K Buy
+3,964
New +$661K 0.38% 71

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

Whalen Wealth Management's MS Position: Q1 2026 in Review

Whalen Wealth Management increased its Morgan Stanley (MS) stake by 65% in Q1 2026, buying an estimated $445K and bringing the position to 6,537 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #44.

Whalen Wealth Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Whalen Wealth Management held 6,537 shares of Morgan Stanley worth $1.08M as of Q1 2026.
  • Whalen Wealth Management bought 2,573 Morgan Stanley shares in Q1 2026, an estimated $445K.
  • Morgan Stanley made up 0.58% of Whalen Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Whalen Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.