Wimmer Associates 1’s Morgan Stanley MS Stock Holding History

Wimmer Associates 1’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	$626K	Sell	3,801 -270	-7%	-$46.7K	0.31%	65
2025 Q4	$723K	Hold	4,071	–	–	0.34%	63
2025 Q3	$647K	Buy	4,071 +1,228	+43%	+$181K	0.31%	64
2025 Q2	$400K	Hold	2,843	–	–	0.2%	80
2025 Q1	$368K	Sell	2,843 -180	-6%	-$23.2K	0.19%	85
2024 Q4	$380K	Hold	3,023	–	–	0.19%	86
2024 Q3	$315K	Hold	3,023	–	–	0.15%	98
2024 Q2	$294K	Hold	3,023	–	–	0.15%	98
2024 Q1	$285K	Sell	3,023 -75	-2%	-$6.61K	0.15%	97
2023 Q4	$289K	Sell	3,098 -90	-3%	-$7.2K	0.16%	94
2023 Q3	$260K	Hold	3,188	–	–	0.16%	95
2023 Q2	$272K	Hold	3,188	–	–	0.16%	98
2023 Q1	$264K	Buy	3,188 +220	+7%	+$20.5K	0.17%	99
2022 Q4	$252K	Buy	2,968 +125	+4%	+$10.7K	0.17%	100
2022 Q3	$234K	Sell	2,843 -29	-1%	-$2.44K	0.15%	102
2022 Q2	$218K	Hold	2,872	–	–	0.14%	106
2022 Q1	$251K	Hold	2,872	–	–	0.14%	109
2021 Q4	$282K	Sell	2,872 -20	-0.7%	-$1.99K	0.15%	104
2021 Q3	$281K	Hold	2,892	–	–	0.17%	102
2021 Q2	$265K	Hold	2,892	–	–	0.16%	104
2021 Q1	$225K	Buy	+2,892	New	+$222K	0.12%	109

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

Wimmer Associates 1's MS Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Morgan Stanley (MS) stake by 6.6% in Q1 2026, selling an estimated $46.7K and leaving 3,801 shares worth $626K. The position accounts for 0.31% of the portfolio, ranked #65.

Wimmer Associates 1 first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $723K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wimmer Associates 1 held 3,801 shares of Morgan Stanley worth $626K as of Q1 2026.
Wimmer Associates 1 sold 270 Morgan Stanley shares in Q1 2026, an estimated $46.7K.
Morgan Stanley made up 0.31% of Wimmer Associates 1's portfolio in Q1 2026, its #65 holding.
Wimmer Associates 1 first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Wimmer Associates 1's Morgan Stanley position peaked at $723K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.