WP Advisors’s Morgan Stanley MS Stock Holding History

WP Advisors’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	$324K	Buy	1,971 +112	+6%	+$19.4K	0.08%	93
2025 Q4	$330K	Buy	1,859 +111	+6%	+$18.5K	0.08%	95
2025 Q3	$278K	Buy	1,748 +12	+0.7%	+$1.77K	0.07%	104
2025 Q2	$245K	Buy	+1,736	New	+$213K	0.07%	105
2025 Q1	–	Sell	-1,688	Closed	-$212K	–	112
2024 Q4	$212K	Buy	+1,688	New	+$208K	0.07%	100
2019 Q2	–	Sell	-1,413	Closed	-$596	–	128
2019 Q1	$596	Buy	+1,413	New	+$59.5K	0.06%	108
2018 Q4	–	Sell	-1,831	Closed	-$85K	–	171
2018 Q3	$85K	Buy	1,831 +12	+0.7%	+$586	0.08%	102
2018 Q2	$87K	Buy	+1,819	New	+$95K	0.08%	98

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

WP Advisors's MS Position: Q1 2026 in Review

WP Advisors increased its Morgan Stanley (MS) stake by 6% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,971 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #93.

WP Advisors first reported a position in MS in Q2 2018 and has held it in 8 quarters since. The position peaked at $330K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

WP Advisors held 1,971 shares of Morgan Stanley worth $324K as of Q1 2026.
WP Advisors bought 112 Morgan Stanley shares in Q1 2026, an estimated $19.4K.
Morgan Stanley made up 0.08% of WP Advisors's portfolio in Q1 2026, its #93 holding.
WP Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 8 quarters since.
WP Advisors's Morgan Stanley position peaked at $330K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.