Advisory Alpha’s Morgan Stanley MS Stock Holding History

Advisory Alpha’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	$1.37M	Buy	8,298 +766	+10%	+$133K	0.04%	159
2025 Q4	$1.34M	Buy	7,532 +920	+14%	+$153K	0.04%	159
2025 Q3	$1.03M	Buy	6,612 +2,239	+51%	+$331K	0.03%	175
2025 Q2	$616K	Buy	4,373 +1,164	+36%	+$143K	0.02%	239
2025 Q1	$374K	Buy	3,209 +632	+25%	+$81.4K	0.01%	301
2024 Q4	$324K	Buy	2,577 +130	+5%	+$16K	0.01%	303
2024 Q3	$255K	Sell	2,447 -17	-0.7%	-$1.71K	0.01%	350
2024 Q2	$239K	Sell	2,464 -180	-7%	-$17.1K	0.01%	337
2024 Q1	$249K	Buy	2,644 +117	+5%	+$10.3K	0.01%	337
2023 Q4	$236K	Buy	+2,527	New	+$202K	0.01%	304
2020 Q4	–	Sell	-250	Closed	-$12K	–	442
2020 Q3	$12K	Buy	+250	New	+$12.6K	﹤0.01%	402
2020 Q2	–	Sell	-250	Closed	-$9.37K	–	415
2020 Q1	$9.37K	Hold	250	–	–	﹤0.01%	415
2019 Q4	$13.2K	Buy	250 +149	+148%	+$7.05K	﹤0.01%	460
2019 Q3	$4.07K	Buy	+101	New	+$4.32K	﹤0.01%	568
2019 Q2	–	Sell	-19	Closed	-$883	–	447
2019 Q1	$883	Buy	+19	New	+$800	﹤0.01%	608

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

Advisory Alpha's MS Position: Q1 2026 in Review

Advisory Alpha increased its Morgan Stanley (MS) stake by 10% in Q1 2026, buying an estimated $133K and bringing the position to 8,298 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #159.

Advisory Alpha first reported a position in MS in Q1 2019 and has held it in 15 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Advisory Alpha held 8,298 shares of Morgan Stanley worth $1.37M as of Q1 2026.
Advisory Alpha bought 766 Morgan Stanley shares in Q1 2026, an estimated $133K.
Morgan Stanley made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #159 holding.
Advisory Alpha first reported a position in Morgan Stanley in Q1 2019 and has held it in 15 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.