WAG
MS icon

Winthrop Advisory Group’s Morgan Stanley MS Stock Holding History

Winthrop Advisory 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 		$440K Sell
2,672
-5
-0.2% -$866 0.04% 110
2025
Q4 		$477K Buy
2,677
+164
+7% +$27.4K 0.04% 108
2025
Q3 		$399K Sell
2,513
-61
-2% -$9.01K 0.03% 114
2025
Q2 		$363K Sell
2,574
-215
-8% -$26.4K 0.04% 122
2025
Q1 		$325K Buy
+2,789
New +$359K 0.04% 112
2024
Q1 		– Sell
-2,233
Closed -$208K – 143
2023
Q4 		$208K Buy
+2,233
New +$179K 0.03% 132
2023
Q3 		– Sell
-2,523
Closed -$216K – 131
2023
Q2 		$216K Buy
2,523
+193
+8% +$16.5K 0.03% 121
2023
Q1 		$205K Buy
+2,330
New +$217K 0.04% 118

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return