Allen Capital Group’s Morgan Stanley MS Stock Holding History

Allen Capital Group’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	$748K	Buy	4,546 +60	+1%	+$10.4K	0.07%	151
2025 Q4	$796K	Buy	4,486 +146	+3%	+$24.4K	0.07%	144
2025 Q3	$690K	Buy	4,340 +5	+0.1%	+$738	0.07%	160
2025 Q2	$611K	Buy	4,335 +429	+11%	+$52.7K	0.06%	160
2025 Q1	$456K	Buy	3,906 +156	+4%	+$20.1K	0.05%	173
2024 Q4	$471K	Buy	3,750 +483	+15%	+$59.5K	0.06%	156
2024 Q3	$341K	Buy	3,267 +886	+37%	+$89.2K	0.04%	177
2024 Q2	$231K	Buy	+2,381	New	+$227K	0.03%	193

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

Allen Capital Group's MS Position: Q1 2026 in Review

Allen Capital Group increased its Morgan Stanley (MS) stake by 1.3% in Q1 2026, buying an estimated $10.4K and bringing the position to 4,546 shares worth $748K. The position accounts for 0.07% of the portfolio, ranked #151.

Allen Capital Group first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $796K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Allen Capital Group held 4,546 shares of Morgan Stanley worth $748K as of Q1 2026.
Allen Capital Group bought 60 Morgan Stanley shares in Q1 2026, an estimated $10.4K.
Morgan Stanley made up 0.07% of Allen Capital Group's portfolio in Q1 2026, its #151 holding.
Allen Capital Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Allen Capital Group's Morgan Stanley position peaked at $796K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.