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WPG Advisers’s Morgan Stanley MS Stock Holding History

WPG Advisers’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 		$125K Sell
758
-60
-7% -$10.4K 0.09% 124
2025
Q4 		$145K Buy
818
+303
+59% +$50.5K 0.11% 125
2025
Q3 		$81.9K Hold
515
– – 0.06% 196
2025
Q2 		$72.5K Buy
515
+60
+13% +$7.37K 0.06% 206
2025
Q1 		$53.1K Sell
455
-80
-15% -$10.3K 0.05% 256
2024
Q4 		$67.3K Buy
+535
New +$65.9K 0.06% 235

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

WPG Advisers's MS Position: Q1 2026 in Review

WPG Advisers reduced its Morgan Stanley (MS) stake by 7.3% in Q1 2026, selling an estimated $10.4K and leaving 758 shares worth $125K. The position accounts for 0.09% of the portfolio, ranked #124.

WPG Advisers first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $145K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • WPG Advisers held 758 shares of Morgan Stanley worth $125K as of Q1 2026.
  • WPG Advisers sold 60 Morgan Stanley shares in Q1 2026, an estimated $10.4K.
  • Morgan Stanley made up 0.09% of WPG Advisers's portfolio in Q1 2026, its #124 holding.
  • WPG Advisers first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Morgan Stanley position peaked at $145K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.