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AssuredPartners Investment Advisors’s Morgan Stanley MS Stock Holding History

AssuredPartners Investment 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 		$4.37M Buy
26,220
+24,710
+1,636% +$4.28M 0.48% 59
2025
Q4 		$268K Sell
1,510
-8
-0.5% -$1.33K 0.04% 292
2025
Q3 		$241K Buy
1,518
+68
+5% +$10K 0.05% 235
2025
Q2 		$204K Sell
1,450
-331
-19% -$40.7K 0.05% 232
2025
Q1 		$208K Sell
1,781
-77
-4% -$9.92K 0.04% 308
2024
Q4 		$234K Buy
+1,858
New +$229K 0.05% 300

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

AssuredPartners Investment Advisors's MS Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Morgan Stanley (MS) stake by 1,636% in Q1 2026, buying an estimated $4.28M and bringing the position to 26,220 shares worth $4.37M. The position accounts for 0.48% of the portfolio, ranked #59.

AssuredPartners Investment Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AssuredPartners Investment Advisors held 26,220 shares of Morgan Stanley worth $4.37M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 24,710 Morgan Stanley shares in Q1 2026, an estimated $4.28M.
  • Morgan Stanley made up 0.48% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • AssuredPartners Investment Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.