Aft Forsyth & Sober’s Morgan Stanley MS Stock Holding History

Aft Forsyth & Sober’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	$2.55M	Hold	15,500	–	–	0.78%	38
2025 Q4	$2.75M	Hold	15,500	–	–	0.83%	32
2025 Q3	$2.46M	Hold	15,500	–	–	0.76%	35
2025 Q2	$2.18M	Buy	15,500 +600	+4%	+$73.7K	0.74%	36
2025 Q1	$1.74M	Buy	14,900 +200	+1%	+$25.8K	0.61%	46
2024 Q4	$1.85M	Hold	14,700	–	–	0.6%	44
2024 Q3	$1.53M	Hold	14,700	–	–	0.5%	57
2024 Q2	$1.43M	Hold	14,700	–	–	0.49%	57
2024 Q1	$1.38M	Hold	14,700	–	–	0.49%	62
2023 Q4	$1.37M	Hold	14,700	–	–	0.53%	59
2023 Q3	$1.2M	Hold	14,700	–	–	0.51%	56
2023 Q2	$1.26M	Hold	14,700	–	–	0.52%	54
2023 Q1	$1.29M	Hold	14,700	–	–	0.65%	48
2022 Q4	$1.25M	Hold	14,700	–	–	0.56%	55
2022 Q3	$1.16M	Hold	14,700	–	–	0.56%	52
2022 Q2	$1.12M	Hold	14,700	–	–	0.52%	59
2022 Q1	$1.28M	Hold	14,700	–	–	0.51%	63
2021 Q4	$1.44M	Hold	14,700	–	–	0.51%	56
2021 Q3	$1.43M	Buy	14,700 +200	+1%	+$19.8K	0.54%	51
2021 Q2	$1.33M	Hold	14,500	–	–	0.5%	41
2021 Q1	$1.13M	Buy	14,500 +7,300	+101%	+$559K	0.46%	49
2020 Q4	$493K	Buy	+7,200	New	+$413K	0.38%	52

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 & Sober's MS Position: Q1 2026 in Review

Aft Forsyth & Sober held its Morgan Stanley (MS) position steady in Q1 2026 at 15,500 shares worth $2.55M. The position accounts for 0.78% of the portfolio, ranked #38.

Aft Forsyth & Sober first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Aft Forsyth & Sober held 15,500 shares of Morgan Stanley worth $2.55M as of Q1 2026.
Aft Forsyth & Sober left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.78% of Aft Forsyth & Sober's portfolio in Q1 2026, its #38 holding.
Aft Forsyth & Sober first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
Aft Forsyth & Sober's Morgan Stanley position peaked at $2.75M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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