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 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

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.