AA Financial Advisors’s Morgan Stanley MS Stock Holding History

AA Financial 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 Q3	$221K	Sell	1,177 -923	-44%	-$196K	0.03%	239
2026 Q2	$439K	Sell	2,100 -2,126	-50%	-$421K	0.05%	156
2026 Q1	$695K	Buy	4,226 +188	+5%	+$32.5K	0.1%	128
2025 Q4	$717K	Buy	4,038 +25	+0.6%	+$4.17K	0.13%	106
2025 Q3	$638K	Sell	4,013 -15	-0.4%	-$2.22K	0.13%	99
2025 Q2	$567K	Buy	4,028 +812	+25%	+$100K	0.12%	103
2025 Q1	$375K	Hold	3,216	–	–	0.09%	118
2024 Q4	$404K	Buy	3,216 +637	+25%	+$78.5K	0.11%	113
2024 Q3	$269K	Hold	2,579	–	–	0.08%	144
2024 Q2	$251K	Hold	2,579	–	–	0.09%	146
2024 Q1	$243K	Buy	2,579 +312	+14%	+$27.5K	0.1%	143
2023 Q4	$211K	Buy	+2,267	New	+$181K	0.14%	61

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AA Financial Advisors's MS Position: Q3 2026 in Review

AA Financial Advisors reduced its Morgan Stanley (MS) stake by 44% in Q3 2026, selling an estimated $196K and leaving 1,177 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #239.

AA Financial Advisors first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $717K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

AA Financial Advisors held 1,177 shares of Morgan Stanley worth $221K as of Q3 2026.
AA Financial Advisors sold 923 Morgan Stanley shares in Q3 2026, an estimated $196K.
Morgan Stanley made up 0.03% of AA Financial Advisors's portfolio in Q3 2026, its #239 holding.
AA Financial Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
AA Financial Advisors's Morgan Stanley position peaked at $717K in Q4 2025.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.