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Argent Advisors’s Morgan Stanley MS Stock Holding History

Argent 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 		$521K Hold
3,164
– – 0.14% 119
2025
Q4 		$562K Hold
3,164
– – 0.16% 113
2025
Q3 		$503K Buy
3,164
+560
+22% +$82.7K 0.15% 112
2025
Q2 		$367K Buy
2,604
+29
+1% +$3.56K 0.11% 123
2025
Q1 		$300K Buy
2,575
+365
+17% +$47K 0.1% 129
2024
Q4 		$278K Sell
2,210
-130
-6% -$16K 0.1% 118
2024
Q3 		$244K Hold
2,340
– – 0.09% 126
2024
Q2 		$227K Hold
2,340
– – 0.09% 126
2024
Q1 		$220K Sell
2,340
-340
-13% -$29.9K 0.09% 126
2023
Q4 		$250K Hold
2,680
– – 0.11% 120
2023
Q3 		$219K Hold
2,680
– – 0.1% 120
2023
Q2 		$229K Hold
2,680
– – 0.11% 120
2023
Q1 		$235K Hold
2,680
– – 0.11% 116
2022
Q4 		$228K Hold
2,680
– – 0.12% 121
2022
Q3 		$212K Hold
2,680
– – 0.12% 121
2022
Q2 		$204K Hold
2,680
– – 0.11% 122
2022
Q1 		$234K Buy
2,680
+105
+4% +$10.1K 0.13% 127
2021
Q4 		$253K Hold
2,575
– – 0.14% 119
2021
Q3 		$251K Sell
2,575
-140
-5% -$13.9K 0.14% 115
2021
Q2 		$249K Sell
2,715
-135
-5% -$11.6K 0.15% 120
2021
Q1 		$221K Sell
2,850
-340
-11% -$26.1K 0.14% 125
2020
Q4 		$219K Buy
+3,190
New +$183K 0.13% 141
2020
Q1 		– Sell
-2,321
Closed -$122K – 358
2019
Q4 		$122K Buy
+2,321
New +$110K 0.09% 141

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

Argent Advisors's MS Position: Q1 2026 in Review

Argent Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 3,164 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #119.

Argent Advisors first reported a position in MS in Q4 2019 and has held it in 23 quarters since. The position peaked at $562K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Argent Advisors held 3,164 shares of Morgan Stanley worth $521K as of Q1 2026.
  • Argent Advisors left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.14% of Argent Advisors's portfolio in Q1 2026, its #119 holding.
  • Argent Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • Argent Advisors's Morgan Stanley position peaked at $562K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.