Alta Advisers’s Morgan Stanley MS Stock Holding History

Alta Advisers’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	$759K	Hold	4,615	–	–	0.27%	53
2025 Q4	$819K	Sell	4,615 -1,500	-25%	-$250K	0.3%	50
2025 Q3	$972K	Hold	6,115	–	–	0.3%	50
2025 Q2	$861K	Hold	6,115	–	–	0.31%	59
2025 Q1	$713K	Buy	6,115 +2,000	+49%	+$258K	0.3%	68
2024 Q4	$517K	Buy	4,115 +515	+14%	+$63.4K	0.33%	58
2024 Q3	$375K	Hold	3,600	–	–	0.17%	71
2024 Q2	$350K	Hold	3,600	–	–	0.17%	72
2024 Q1	$339K	Hold	3,600	–	–	0.17%	73
2023 Q4	$336K	Hold	3,600	–	–	0.18%	69
2023 Q3	$294K	Hold	3,600	–	–	0.17%	67
2023 Q2	$307K	Hold	3,600	–	–	0.17%	71
2023 Q1	$316K	Hold	3,600	–	–	0.19%	65
2022 Q4	$306K	Hold	3,600	–	–	0.18%	69
2022 Q3	$284K	Buy	+3,600	New	+$303K	0.18%	61

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

Alta Advisers's MS Position: Q1 2026 in Review

Alta Advisers held its Morgan Stanley (MS) position steady in Q1 2026 at 4,615 shares worth $759K. The position accounts for 0.27% of the portfolio, ranked #53.

Alta Advisers first reported a position in MS in Q3 2022 and has held it in 15 quarters since. The position peaked at $972K in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Alta Advisers held 4,615 shares of Morgan Stanley worth $759K as of Q1 2026.
Alta Advisers left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.27% of Alta Advisers's portfolio in Q1 2026, its #53 holding.
Alta Advisers first reported a position in Morgan Stanley in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Morgan Stanley position peaked at $972K in Q3 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.