Wilkins Investment Counsel’s Morgan Stanley MS Stock Holding History

Wilkins Investment Counsel’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	$1.83M	Sell	11,149 -150	-1%	-$26K	0.26%	61
2025 Q4	$2.01M	Hold	11,299	–	–	0.29%	60
2025 Q3	$1.8M	Sell	11,299 -50	-0.4%	-$7.38K	0.25%	65
2025 Q2	$1.6M	Sell	11,349 -1,600	-12%	-$197K	0.23%	66
2025 Q1	$1.51M	Sell	12,949 -1,665	-11%	-$215K	0.22%	65
2024 Q4	$1.84M	Sell	14,614 -100	-0.7%	-$12.3K	0.27%	62
2024 Q3	$1.53M	Hold	14,714	–	–	0.21%	63
2024 Q2	$1.43M	Sell	14,714 -856	-5%	-$81.5K	0.21%	64
2024 Q1	$1.47M	Buy	+15,570	New	+$1.37M	0.21%	64

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

Wilkins Investment Counsel's MS Position: Q1 2026 in Review

Wilkins Investment Counsel reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $26K and leaving 11,149 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #61.

Wilkins Investment Counsel first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wilkins Investment Counsel held 11,149 shares of Morgan Stanley worth $1.83M as of Q1 2026.
Wilkins Investment Counsel sold 150 Morgan Stanley shares in Q1 2026, an estimated $26K.
Morgan Stanley made up 0.26% of Wilkins Investment Counsel's portfolio in Q1 2026, its #61 holding.
Wilkins Investment Counsel first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Wilkins Investment Counsel's Morgan Stanley position peaked at $2.01M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.