Wilkinson Global Asset Management’s Morgan Stanley MS Stock Holding History

Wilkinson Global Asset 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	$365K	Hold	2,219	–	–	0.03%	49
2025 Q4	$394K	Sell	2,219 -5	-0.2%	-$834	0.03%	52
2025 Q3	$354K	Hold	2,224	–	–	0.02%	53
2025 Q2	$313K	Buy	2,224 +50	+2%	+$6.14K	0.02%	61
2025 Q1	$254K	Sell	2,174 -600	-22%	-$77.3K	0.02%	70
2024 Q4	$349K	Hold	2,774	–	–	0.02%	63
2024 Q3	$289K	Hold	2,774	–	–	0.02%	71
2024 Q2	$270K	Sell	2,774 -1,720	-38%	-$164K	0.02%	73
2024 Q1	$423K	Sell	4,494 -990	-18%	-$87.2K	0.03%	64
2023 Q4	$511K	Sell	5,484 -65	-1%	-$5.2K	0.04%	58
2023 Q3	$453K	Hold	5,549	–	–	0.03%	64
2023 Q2	$474K	Buy	5,549 +714	+15%	+$61.1K	0.04%	60
2023 Q1	$425K	Hold	4,835	–	–	0.03%	63
2022 Q4	$411K	Hold	4,835	–	–	0.03%	63
2022 Q3	$382K	Buy	4,835 +250	+5%	+$21.1K	0.03%	66
2022 Q2	$349K	Buy	4,585 +200	+5%	+$16.4K	0.03%	65
2022 Q1	$383K	Buy	4,385 +685	+19%	+$66.1K	0.02%	67
2021 Q4	$363K	Sell	3,700 -70	-2%	-$6.97K	0.02%	71
2021 Q3	$367K	Buy	3,770 +500	+15%	+$49.5K	0.02%	74
2021 Q2	$300K	Buy	+3,270	New	+$280K	0.02%	80

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

Wilkinson Global Asset Management's MS Position: Q1 2026 in Review

Wilkinson Global Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 2,219 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #49.

Wilkinson Global Asset Management first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $511K in Q4 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wilkinson Global Asset Management held 2,219 shares of Morgan Stanley worth $365K as of Q1 2026.
Wilkinson Global Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.03% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #49 holding.
Wilkinson Global Asset Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
Wilkinson Global Asset Management's Morgan Stanley position peaked at $511K in Q4 2023.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.