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Auxano Advisors’s Morgan Stanley MS Stock Holding History

Auxano 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 		$484K Sell
2,939
-188
-6% -$32.5K 0.1% 130
2025
Q4 		$555K Buy
3,127
+251
+9% +$41.9K 0.11% 107
2025
Q3 		$457K Buy
2,876
+81
+3% +$12K 0.1% 103
2025
Q2 		$394K Sell
2,795
-43
-2% -$5.28K 0.09% 110
2025
Q1 		$331K Sell
2,838
-160
-5% -$20.6K 0.09% 117
2024
Q4 		$377K Buy
2,998
+96
+3% +$11.8K 0.1% 108
2024
Q3 		$303K Buy
2,902
+177
+6% +$17.8K 0.08% 129
2024
Q2 		$265K Sell
2,725
-63
-2% -$6K 0.07% 128
2024
Q1 		$263K Buy
+2,788
New +$246K 0.08% 131

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

Auxano Advisors's MS Position: Q1 2026 in Review

Auxano Advisors reduced its Morgan Stanley (MS) stake by 6% in Q1 2026, selling an estimated $32.5K and leaving 2,939 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #130.

Auxano Advisors first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $555K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Auxano Advisors held 2,939 shares of Morgan Stanley worth $484K as of Q1 2026.
  • Auxano Advisors sold 188 Morgan Stanley shares in Q1 2026, an estimated $32.5K.
  • Morgan Stanley made up 0.1% of Auxano Advisors's portfolio in Q1 2026, its #130 holding.
  • Auxano Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • Auxano Advisors's Morgan Stanley position peaked at $555K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.