AmeriFlex Group’s Morgan Stanley MS Stock Holding History

AmeriFlex 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	$5.13K	Buy	31 +1	+3%	+$173	﹤0.01%	834
2025 Q4	$5.33K	Sell	30 -210	-88%	-$35K	﹤0.01%	838
2025 Q3	$38.1K	Buy	240 +165	+220%	+$24.4K	0.01%	506
2025 Q2	$10.5K	Hold	75	–	–	0.01%	701
2025 Q1	$8.75K	Buy	75 +54	+257%	+$6.96K	﹤0.01%	885
2024 Q4	$2.91K	Buy	+21	New	+$2.59K	﹤0.01%	994

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

AmeriFlex Group's MS Position: Q1 2026 in Review

AmeriFlex Group increased its Morgan Stanley (MS) stake by 3.3% in Q1 2026, buying an estimated $173 and bringing the position to 31 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

AmeriFlex Group first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.1K in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

AmeriFlex Group held 31 shares of Morgan Stanley worth $5.13K as of Q1 2026.
AmeriFlex Group bought 1 Morgan Stanley share in Q1 2026, an estimated $173.
Morgan Stanley made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #834 holding.
AmeriFlex Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Morgan Stanley position peaked at $38.1K in Q3 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.