Advisory Services Network’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.14M | Buy |
37,320
+323
| +0.9% | +$55.9K | 0.08% | 255 |
|
|
2025
Q4 | $6.57M | Buy |
36,997
+5,197
| +16% | +$867K | 0.09% | 226 |
|
|
2025
Q3 | $5.05M | Buy |
31,800
+1,630
| +5% | +$241K | 0.07% | 287 |
|
|
2025
Q2 | $4.3M | Sell |
30,170
-24
| -0.1% | -$2.95K | 0.07% | 312 |
|
|
2025
Q1 | $3.52M | Sell |
30,194
-626
| -2% | -$80.7K | 0.07% | 327 |
|
|
2024
Q4 | $3.87M | Buy |
30,820
+124
| +0.4% | +$15.3K | 0.07% | 307 |
|
|
2024
Q3 | $2.98M | Hold |
30,696
| – | – | 0.06% | 341 |
|
|
2024
Q2 | $2.98M | Sell |
30,696
-416
| -1% | -$39.6K | 0.06% | 341 |
|
|
2024
Q1 | $2.93M | Sell |
31,112
-463
| -1% | -$40.8K | 0.07% | 350 |
|
|
2023
Q4 | $2.94M | Buy |
31,575
+289
| +0.9% | +$23.1K | 0.07% | 309 |
|
|
2023
Q3 | $2.56M | Buy |
31,286
+2,638
| +9% | +$229K | 0.07% | 335 |
|
|
2023
Q2 | $2.45M | Buy |
28,648
+3,295
| +13% | +$282K | 0.07% | 347 |
|
|
2023
Q1 | $2.23M | Buy |
25,353
+853
| +3% | +$79.6K | 0.06% | 368 |
|
|
2022
Q4 | $2.08M | Buy |
24,500
+681
| +3% | +$58K | 0.06% | 360 |
|
|
2022
Q3 | $1.88M | Buy |
23,819
+266
| +1% | +$22.4K | 0.07% | 358 |
|
|
2022
Q2 | $1.79M | Sell |
23,553
-1,521
| -6% | -$125K | 0.06% | 384 |
|
|
2022
Q1 | $2.19M | Buy |
25,074
+437
| +2% | +$42.2K | 0.06% | 377 |
|
|
2021
Q4 | $2.42M | Buy |
24,637
+1,715
| +7% | +$171K | 0.07% | 342 |
|
|
2021
Q3 | $2.23M | Buy |
22,922
+3,291
| +17% | +$326K | 0.07% | 354 |
|
|
2021
Q2 | $1.8M | Buy |
19,631
+2,722
| +16% | +$233K | 0.06% | 421 |
|
|
2021
Q1 | $1.31M | Buy |
16,909
+838
| +5% | +$64.2K | 0.05% | 465 |
|
|
2020
Q4 | $1.1M | Sell |
16,071
-614
| -4% | -$35.2K | 0.04% | 466 |
|
|
2020
Q3 | $806K | Buy |
16,685
+10,264
| +160% | +$517K | 0.04% | 469 |
|
|
2020
Q2 | $309K | Sell |
6,421
-442
| -6% | -$18.6K | 0.02% | 786 |
|
|
2020
Q1 | $234K | Buy |
6,863
+1,185
| +21% | +$55.8K | 0.02% | 760 |
|
|
2019
Q4 | $291K | Sell |
5,678
-895
| -14% | -$42.4K | 0.02% | 791 |
|
|
2019
Q3 | $288K | Hold |
6,573
| – | – | 0.02% | 714 |
|
|
2019
Q2 | $288K | Buy |
6,573
+1,053
| +19% | +$47K | 0.02% | 712 |
|
|
2019
Q1 | $233K | Buy |
5,520
+60
| +1% | +$2.52K | 0.02% | 744 |
|
|
2018
Q4 | $216K | Buy |
5,460
+3,464
| +174% | +$151K | 0.02% | 686 |
|
|
2018
Q3 | $93K | Sell |
1,996
-121
| -6% | -$5.91K | 0.01% | 994 |
|
|
2018
Q2 | $108K | Sell |
2,117
-262
| -11% | -$13.7K | 0.01% | 917 |
|
|
2018
Q1 | $128K | Buy |
2,379
+143
| +6% | +$7.92K | 0.01% | 936 |
|
|
2017
Q4 | $117K | Sell |
2,236
-662
| -23% | -$33.5K | 0.01% | 939 |
|
|
2017
Q3 | $140K | Sell |
2,898
-125
| -4% | -$5.8K | 0.02% | 758 |
|
|
2017
Q2 | $135K | Sell |
3,023
-7,219
| -70% | -$311K | 0.02% | 745 |
|
|
2017
Q1 | $439K | Buy |
+10,242
| New | +$454K | 0.06% | 384 |
|
|
2016
Q3 | $64K | Sell |
1,981
-795
| -29% | -$23.7K | 0.01% | 802 |
|
|
2016
Q2 | $72K | Buy |
2,776
+1,647
| +146% | +$43.1K | 0.02% | 686 |
|
|
2016
Q1 | $28K | Sell |
1,129
-12
| -1% | -$306 | 0.01% | 834 |
|
|
2015
Q4 | $36K | Buy |
1,141
+70
| +7% | +$2.33K | 0.01% | 664 |
|
|
2015
Q3 | $34K | Buy |
1,071
+2
| +0.2% | +$73 | 0.01% | 620 |
|
|
2015
Q2 | $42K | Sell |
1,069
-297
| -22% | -$11.3K | 0.01% | 555 |
|
|
2015
Q1 | $49K | Buy |
+1,366
| New | +$49K | 0.01% | 499 |
|
Other funds holding MS
VCM
VPM
Advisory Services Network's MS Position: Q1 2026 in Review
Advisory Services Network increased its Morgan Stanley (MS) stake by 0.87% in Q1 2026, buying an estimated $55.9K and bringing the position to 37,320 shares worth $6.14M. The position accounts for 0.08% of the portfolio, ranked #255.
Advisory Services Network first reported a position in MS in Q1 2015 and has held it in 44 quarters since. The position peaked at $6.57M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Advisory Services Network held 37,320 shares of Morgan Stanley worth $6.14M as of Q1 2026.
- Advisory Services Network bought 323 Morgan Stanley shares in Q1 2026, an estimated $55.9K.
- Morgan Stanley made up 0.08% of Advisory Services Network's portfolio in Q1 2026, its #255 holding.
- Advisory Services Network first reported a position in Morgan Stanley in Q1 2015 and has held it in 44 quarters since.
- Advisory Services Network's Morgan Stanley position peaked at $6.57M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.