ACT Advisors’s Morgan Stanley MS Stock Holding History

ACT 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	$337K	Buy	+2,045	New	+$354K	0.14%	49

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

ACT Advisors's MS Position: Q1 2026 in Review

ACT Advisors opened a new position in Morgan Stanley (MS) in Q1 2026: 2,045 shares worth $337K. The stake represents 0.14% of the portfolio and ranks #49 among its holdings.

2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

ACT Advisors held 2,045 shares of Morgan Stanley worth $337K as of Q1 2026.
Morgan Stanley was a new ACT Advisors position in Q1 2026.
Morgan Stanley made up 0.14% of ACT Advisors's portfolio in Q1 2026, its #49 holding.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.