AAG
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Accordant Advisory Group’s Morgan Stanley MS Stock Holding History

Accordant 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 		$77.3K Hold
470
– – 0.05% 73
2025
Q4 		$83.4K Hold
470
– – 0.06% 67
2025
Q3 		$74.7K Hold
470
– – 0.05% 76
2025
Q2 		$66.2K Hold
470
– – 0.05% 76
2025
Q1 		$54.8K Hold
470
– – 0.05% 60
2024
Q4 		$59.1K Hold
470
– – 0.06% 61
2024
Q3 		$49K Hold
470
– – 0.04% 70
2024
Q2 		$45.7K Hold
470
– – 0.04% 79
2024
Q1 		$44.3K Buy
+470
New +$41.4K 0.03% 130

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

Accordant Advisory Group's MS Position: Q1 2026 in Review

Accordant Advisory Group held its Morgan Stanley (MS) position steady in Q1 2026 at 470 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #73.

Accordant Advisory Group first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $83.4K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Accordant Advisory Group held 470 shares of Morgan Stanley worth $77.3K as of Q1 2026.
  • Accordant Advisory Group left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.05% of Accordant Advisory Group's portfolio in Q1 2026, its #73 holding.
  • Accordant Advisory Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Morgan Stanley position peaked at $83.4K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.