Wharton Business Group’s Morgan Stanley MS Stock Holding History

Wharton Business Group’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	$486K	Sell	2,954 -290	-9%	-$50.2K	0.02%	97
2025 Q4	$576K	Sell	3,244 -15	-0.5%	-$2.5K	0.02%	94
2025 Q3	$518K	Sell	3,259 -255	-7%	-$37.7K	0.02%	99
2025 Q2	$495K	Sell	3,514 -2,820	-45%	-$346K	0.02%	101
2025 Q1	$739K	Sell	6,334 -290	-4%	-$37.4K	0.03%	84
2024 Q4	$833K	Sell	6,624 -25	-0.4%	-$3.08K	0.04%	84
2024 Q3	$693K	Buy	6,649 +860	+15%	+$86.6K	0.03%	89
2024 Q2	$563K	Hold	5,789	–	–	0.03%	91
2024 Q1	$545K	Sell	5,789 -150	-3%	-$13.2K	0.03%	91
2023 Q4	$554K	Hold	5,939	–	–	0.03%	86
2023 Q3	$485K	Sell	5,939 -85	-1%	-$7.38K	0.03%	97
2023 Q2	$514K	Hold	6,024	–	–	0.03%	86
2023 Q1	$528K	Sell	6,024 -305	-5%	-$28.5K	0.03%	88
2022 Q4	$538K	Hold	6,329	–	–	0.03%	89
2022 Q3	$500K	Hold	6,329	–	–	0.03%	86
2022 Q2	$481K	Hold	6,329	–	–	0.03%	87
2022 Q1	$553K	Sell	6,329 -285	-4%	-$27.5K	0.03%	82
2021 Q4	$649K	Buy	+6,614	New	+$659K	0.04%	80
2021 Q3	–	Sell	-6,959	Closed	-$638K	–	109
2021 Q2	$638K	Hold	6,959	–	–	0.05%	69
2021 Q1	$540K	Sell	6,959 -914	-12%	-$70K	0.04%	73
2020 Q4	$540K	Hold	7,873	–	–	0.04%	71
2020 Q3	$381K	Buy	7,873 +336	+4%	+$16.9K	0.04%	79
2020 Q2	$364K	Buy	+7,537	New	+$317K	0.04%	81
2020 Q1	–	Sell	-5,737	Closed	-$293K	–	114
2019 Q4	$293K	Hold	5,737	–	–	0.03%	98
2019 Q3	$245K	Sell	5,737 -150	-3%	-$6.41K	0.02%	89
2019 Q2	$258K	Hold	5,887	–	–	0.03%	86
2019 Q1	$248K	Hold	5,887	–	–	0.03%	90
2018 Q4	$233K	Hold	5,887	–	–	0.03%	92
2018 Q3	$274K	Hold	5,887	–	–	0.03%	88
2018 Q2	$279K	Sell	5,887 -427	-7%	-$22.3K	0.03%	86
2018 Q1	$341K	Sell	6,314 -95	-1%	-$5.26K	0.04%	78
2017 Q4	$336K	Hold	6,409	–	–	0.03%	84
2017 Q3	$309K	Sell	6,409 -385	-6%	-$17.9K	0.03%	87
2017 Q2	$303K	Hold	6,794	–	–	0.03%	94
2017 Q1	$291K	Sell	6,794 -1,529	-18%	-$67.8K	0.03%	97
2016 Q4	$352K	Sell	8,323 -16,669	-67%	-$630K	0.04%	92
2016 Q3	$801K	Sell	24,992 -2,601	-9%	-$77.6K	0.1%	81
2016 Q2	$717K	Buy	27,593 +1,690	+7%	+$44.2K	0.08%	85
2016 Q1	$648K	Hold	25,903	–	–	0.07%	91
2015 Q4	$824K	Hold	25,903	–	–	0.08%	90
2015 Q3	$816K	Hold	25,903	–	–	0.08%	90
2015 Q2	$1K	Hold	25,903	–	–	0.07%	89
2015 Q1	$924K	Sell	25,903 -455	-2%	-$16.3K	0.08%	99
2014 Q4	$1.02M	Buy	26,358 +590	+2%	+$21K	0.08%	96
2014 Q3	$891K	Hold	25,768	–	–	0.08%	103
2014 Q2	$833K	Sell	25,768 -2,470	-9%	-$76.2K	0.09%	102
2014 Q1	$880K	Sell	28,238 -2,237	-7%	-$69.1K	0.07%	114
2013 Q4	$956K	Sell	30,475 -7,065	-19%	-$210K	0.08%	111
2013 Q3	$1.01M	Sell	37,540 -6,405	-15%	-$172K	0.09%	103
2013 Q2	$1.07M	Buy	+43,945	New	+$1.04M	0.09%	105

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

Wharton Business Group's MS Position: Q1 2026 in Review

Wharton Business Group reduced its Morgan Stanley (MS) stake by 8.9% in Q1 2026, selling an estimated $50.2K and leaving 2,954 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #97.

Wharton Business Group first reported a position in MS in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.07M in Q2 2013. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wharton Business Group held 2,954 shares of Morgan Stanley worth $486K as of Q1 2026.
Wharton Business Group sold 290 Morgan Stanley shares in Q1 2026, an estimated $50.2K.
Morgan Stanley made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #97 holding.
Wharton Business Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 50 quarters since.
Wharton Business Group's Morgan Stanley position peaked at $1.07M in Q2 2013.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.