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Annis Gardner Whiting Capital Advisors’s Morgan Stanley MS Stock Holding History

Annis Gardner Whiting Capital 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 		$737K Buy
4,480
+466
+12% +$80.7K 0.12% 143
2025
Q4 		$713K Buy
4,014
+254
+7% +$42.4K 0.14% 136
2025
Q3 		$598K Buy
3,760
+238
+7% +$35.1K 0.12% 143
2025
Q2 		$496K Buy
3,522
+300
+9% +$36.8K 0.17% 114
2025
Q1 		$376K Sell
3,222
-103
-3% -$13.3K 0.16% 126
2024
Q4 		$418K Buy
3,325
+201
+6% +$24.8K 0.12% 146
2024
Q3 		$326K Sell
3,124
-35
-1% -$3.52K 0.09% 173
2024
Q2 		$307K Buy
3,159
+337
+12% +$32.1K 0.09% 180
2024
Q1 		$266K Buy
2,822
+14
+0.5% +$1.23K 0.1% 161
2023
Q4 		$262K Sell
2,808
-1
-0% -$80 0.12% 131
2023
Q3 		$229K Buy
+2,809
New +$244K 0.12% 128

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

Annis Gardner Whiting Capital Advisors's MS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $80.7K and bringing the position to 4,480 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #143.

Annis Gardner Whiting Capital Advisors first reported a position in MS in Q3 2023 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 4,480 shares of Morgan Stanley worth $737K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 466 Morgan Stanley shares in Q1 2026, an estimated $80.7K.
  • Morgan Stanley made up 0.12% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #143 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.