AFT Forsyth & Company’s Morgan Stanley MS Stock Holding History

AFT Forsyth & Company’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	$458K	Buy	2,785 +100	+4%	+$17.3K	0.22%	81
2025 Q4	$477K	Hold	2,685	–	–	0.21%	86
2025 Q3	$427K	Hold	2,685	–	–	0.2%	78
2025 Q2	$378K	Hold	2,685	–	–	0.19%	81
2025 Q1	$313K	Hold	2,685	–	–	0.17%	99
2024 Q4	$338K	Buy	2,685 +200	+8%	+$24.6K	0.17%	101
2024 Q3	$259K	Hold	2,485	–	–	0.13%	117
2024 Q2	$242K	Hold	2,485	–	–	0.12%	125
2024 Q1	$234K	Hold	2,485	–	–	0.13%	129
2023 Q4	$232K	Buy	+2,485	New	+$199K	0.15%	126
2023 Q3	–	Sell	-2,385	Closed	-$204K	–	132
2023 Q2	$204K	Buy	2,385 +100	+4%	+$8.55K	0.14%	130
2023 Q1	$201K	Buy	+2,285	New	+$213K	0.15%	135
2022 Q1	–	Sell	-2,085	Closed	-$205K	–	154
2021 Q4	$205K	Buy	+2,085	New	+$208K	0.11%	155
2013 Q3	$4K	Hold	130	–	–	0.01%	295
2013 Q2	$3K	Buy	+130	New	+$3.08K	﹤0.01%	281

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

AFT Forsyth & Company's MS Position: Q1 2026 in Review

AFT Forsyth & Company increased its Morgan Stanley (MS) stake by 3.7% in Q1 2026, buying an estimated $17.3K and bringing the position to 2,785 shares worth $458K. The position accounts for 0.22% of the portfolio, ranked #81.

AFT Forsyth & Company first reported a position in MS in Q2 2013 and has held it in 15 quarters since. The position peaked at $477K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

AFT Forsyth & Company held 2,785 shares of Morgan Stanley worth $458K as of Q1 2026.
AFT Forsyth & Company bought 100 Morgan Stanley shares in Q1 2026, an estimated $17.3K.
Morgan Stanley made up 0.22% of AFT Forsyth & Company's portfolio in Q1 2026, its #81 holding.
AFT Forsyth & Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 15 quarters since.
AFT Forsyth & Company's Morgan Stanley position peaked at $477K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.