AF
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Allworth Financial’s Morgan Stanley MS Stock Holding History

Allworth Financial’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 		$15.1M Buy
91,496
+7,007
+8% +$1.21M 0.06% 190
2025
Q4 		$15M Buy
84,489
+41,773
+98% +$6.97M 0.06% 178
2025
Q3 		$6.79M Buy
42,716
+3,718
+10% +$549K 0.03% 263
2025
Q2 		$5.49M Buy
38,998
+9,917
+34% +$1.22M 0.03% 293
2025
Q1 		$3.36M Buy
29,081
+1,043
+4% +$134K 0.02% 320
2024
Q4 		$3.81M Buy
28,038
+10,515
+60% +$1.3M 0.02% 295
2024
Q3 		$1.83M Buy
17,523
+937
+6% +$94.4K 0.01% 354
2024
Q2 		$1.69M Buy
16,586
+2,914
+21% +$277K 0.01% 358
2024
Q1 		$1.29M Buy
13,672
+604
+5% +$53.2K 0.01% 370
2023
Q4 		$1.22M Sell
13,068
-273
-2% -$21.8K 0.01% 382
2023
Q3 		$1.09M Sell
13,341
-208
-2% -$18.1K 0.01% 364
2023
Q2 		$1.16M Buy
13,549
+2,245
+20% +$192K 0.01% 361
2023
Q1 		$992K Buy
11,304
+180
+2% +$16.8K 0.01% 354
2022
Q4 		$946K Sell
11,124
-374
-3% -$31.9K 0.01% 351
2022
Q3 		$908K Buy
11,498
+1,386
+14% +$117K 0.01% 341
2022
Q2 		$769K Sell
10,112
-76
-0.7% -$6.22K 0.01% 344
2022
Q1 		$890K Buy
10,188
+5,402
+113% +$521K 0.01% 319
2021
Q4 		$470K Buy
4,786
+801
+20% +$79.8K 0.01% 384
2021
Q3 		$388K Buy
3,985
+1,357
+52% +$134K 0.01% 359
2021
Q2 		$241K Buy
2,628
+4
+0.2% +$343 ﹤0.01% 347
2021
Q1 		$204K Buy
2,624
+3
+0.1% +$230 ﹤0.01% 349
2020
Q4 		$180K Buy
2,621
+109
+4% +$6.25K ﹤0.01% 288
2020
Q3 		$121K Sell
2,512
-296
-11% -$14.9K ﹤0.01% 299
2020
Q2 		$136K Sell
2,808
-88
-3% -$3.7K ﹤0.01% 278
2020
Q1 		$98K Sell
2,896
-54
-2% -$2.54K ﹤0.01% 319
2019
Q4 		$151K Buy
2,950
+1,768
+150% +$83.7K 0.01% 219
2019
Q3 		$50K Buy
1,182
+305
+35% +$13K ﹤0.01% 324
2019
Q2 		$38K Sell
877
-346
-28% -$15.4K ﹤0.01% 369
2019
Q1 		$52K Buy
1,223
+66
+6% +$2.78K ﹤0.01% 307
2018
Q4 		$46K Hold
1,157
– – ﹤0.01% 293
2018
Q3 		$54K Sell
1,157
-188
-14% -$9.18K ﹤0.01% 280
2018
Q2 		$64K Sell
1,345
-4
-0.3% -$209 ﹤0.01% 251
2018
Q1 		$73K Buy
1,349
+44
+3% +$2.44K 0.01% 203
2017
Q4 		$68K Buy
1,305
+163
+14% +$8.24K 0.01% 208
2017
Q3 		$55K Buy
1,142
+200
+21% +$9.28K ﹤0.01% 227
2017
Q2 		$42K Buy
942
+350
+59% +$15.1K ﹤0.01% 272
2017
Q1 		$25K Hold
592
– – ﹤0.01% 326
2016
Q4 		$25K Buy
592
+52
+10% +$1.97K ﹤0.01% 290
2016
Q3 		$17K Hold
540
– – ﹤0.01% 347
2016
Q2 		$14K Hold
540
– – ﹤0.01% 350
2016
Q1 		$14K Hold
540
– – ﹤0.01% 355
2015
Q4 		$17K Hold
540
– – ﹤0.01% 325
2015
Q3 		$17K Buy
540
+1
+0.2% +$36 0.01% 328
2015
Q2 		$21K Buy
539
+1
+0.2% +$38 0.01% 297
2015
Q1 		$19K Buy
+538
New +$19.3K 0.01% 305

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allworth Financial's MS Position: Q1 2026 in Review

Allworth Financial increased its Morgan Stanley (MS) stake by 8.3% in Q1 2026, buying an estimated $1.21M and bringing the position to 91,496 shares worth $15.1M. The position accounts for 0.06% of the portfolio, ranked #190.

Allworth Financial first reported a position in MS in Q1 2015 and has held it in 45 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Allworth Financial held 91,496 shares of Morgan Stanley worth $15.1M as of Q1 2026.
  • Allworth Financial bought 7,007 Morgan Stanley shares in Q1 2026, an estimated $1.21M.
  • Morgan Stanley made up 0.06% of Allworth Financial's portfolio in Q1 2026, its #190 holding.
  • Allworth Financial first reported a position in Morgan Stanley in Q1 2015 and has held it in 45 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.