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Ancora Advisors’s Morgan Stanley MS Stock Holding History

Ancora Advisors’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 		$145K Buy
883
+56
+7% +$9.7K ﹤0.01% 802
2025
Q4 		$147K Buy
827
+455
+122% +$75.9K ﹤0.01% 820
2025
Q3 		$59.1K Sell
372
-54
-13% -$7.97K ﹤0.01% 993
2025
Q2 		$60K Buy
426
+129
+43% +$15.8K ﹤0.01% 984
2025
Q1 		$34.7K Buy
297
+33
+13% +$4.25K ﹤0.01% 1085
2024
Q4 		$33.2K Buy
264
+135
+105% +$16.6K ﹤0.01% 1110
2024
Q3 		$13.4K Buy
129
+9
+8% +$906 ﹤0.01% 1268
2024
Q2 		$11.7K Buy
120
+34
+40% +$3.24K ﹤0.01% 1272
2024
Q1 		$8.1K Hold
86
– – ﹤0.01% 1371
2023
Q4 		$8.02K Hold
86
– – ﹤0.01% 1334
2023
Q3 		$7.02K Hold
86
– – ﹤0.01% 1348
2023
Q2 		$7.34K Sell
86
-2
-2% -$171 ﹤0.01% 1327
2023
Q1 		$7.73K Buy
88
+44
+100% +$4.11K ﹤0.01% 1330
2022
Q4 		$4K Sell
44
-49
-53% -$4.18K ﹤0.01% 1505
2022
Q3 		$7K Sell
93
-7
-7% -$590 ﹤0.01% 1577
2022
Q2 		$8K Buy
100
+7
+8% +$573 ﹤0.01% 1660
2022
Q1 		$8K Hold
93
– – ﹤0.01% 1804
2021
Q4 		$9K Hold
93
– – ﹤0.01% 1840
2021
Q3 		$9K Buy
+93
New +$9.21K ﹤0.01% 1728
2020
Q4 		– Sell
-292
Closed -$14K – 1514
2020
Q3 		$14K Buy
+292
New +$14.7K ﹤0.01% 1082
2018
Q4 		– Sell
-452
Closed -$21K – 982
2018
Q3 		$21K Buy
+452
New +$22.1K ﹤0.01% 1063
2017
Q1 		– Sell
-1,602
Closed -$67K – 913
2016
Q4 		$67K Buy
+1,602
New +$60.6K ﹤0.01% 728

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

Ancora Advisors's MS Position: Q1 2026 in Review

Ancora Advisors increased its Morgan Stanley (MS) stake by 6.8% in Q1 2026, buying an estimated $9.7K and bringing the position to 883 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Ancora Advisors first reported a position in MS in Q4 2016 and has held it in 22 quarters since. The position peaked at $147K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ancora Advisors held 883 shares of Morgan Stanley worth $145K as of Q1 2026.
  • Ancora Advisors bought 56 Morgan Stanley shares in Q1 2026, an estimated $9.7K.
  • Morgan Stanley made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #802 holding.
  • Ancora Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 22 quarters since.
  • Ancora Advisors's Morgan Stanley position peaked at $147K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.