Winnow Wealth’s Morgan Stanley MS Stock Holding History

Winnow Wealth’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	–	Sell	-43	Closed	-$7.65K	–	395
2025 Q4	$7.65K	Hold	43	–	–	0.01%	238
2025 Q3	$6.84K	Sell	43 -427	-91%	-$63.1K	0.01%	249
2025 Q2	$66.2K	Buy	470 +428	+1,019%	+$52.6K	0.05%	76
2025 Q1	$4.88K	Buy	42 +14	+50%	+$1.8K	﹤0.01%	241
2024 Q4	$3.51K	Buy	+28	New	+$3.45K	﹤0.01%	225

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

Winnow Wealth's MS Position: Q1 2026 in Review

Winnow Wealth sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 43 shares — an estimated $7.65K sold.

Winnow Wealth first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $66.2K in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Winnow Wealth reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 43 Morgan Stanley shares in Q1 2026, an estimated $7.65K.
Winnow Wealth first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
Winnow Wealth's Morgan Stanley position peaked at $66.2K in Q2 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.