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Avantax Planning Partners’s Morgan Stanley MS Stock Holding History

Avantax Planning Partners’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 		$524K Buy
3,185
+87
+3% +$15.1K 0.01% 272
2025
Q4 		$550K Buy
3,098
+19
+0.6% +$3.17K 0.02% 261
2025
Q3 		$489K Sell
3,079
-41
-1% -$6.05K 0.01% 271
2025
Q2 		$439K Sell
3,120
-60
-2% -$7.37K 0.01% 284
2025
Q1 		$371K Sell
3,180
-53
-2% -$6.83K 0.01% 303
2024
Q4 		$406K Sell
3,233
-43
-1% -$5.3K 0.01% 286
2024
Q3 		$341K Buy
3,276
+9
+0.3% +$906 0.01% 310
2024
Q2 		$318K Sell
3,267
-382
-10% -$36.4K 0.01% 352
2024
Q1 		$344K Sell
3,649
-514
-12% -$45.3K 0.01% 338
2023
Q4 		$388K Buy
4,163
+32
+0.8% +$2.56K 0.01% 266
2023
Q3 		$337K Buy
4,131
+182
+5% +$15.8K 0.01% 267
2023
Q2 		$337K Buy
3,949
+134
+4% +$11.5K 0.01% 274
2023
Q1 		$335K Sell
3,815
-243
-6% -$22.7K 0.01% 273
2022
Q4 		$345K Sell
4,058
-589
-13% -$50.2K 0.01% 280
2022
Q3 		$367K Sell
4,647
-424
-8% -$35.7K 0.02% 258
2022
Q2 		$386K Buy
5,071
+267
+6% +$21.9K 0.02% 244
2022
Q1 		$420K Buy
4,804
+385
+9% +$37.1K 0.02% 241
2021
Q4 		$434K Sell
4,419
-150
-3% -$14.9K 0.02% 228
2021
Q3 		$445K Buy
4,569
+155
+4% +$15.4K 0.02% 210
2021
Q2 		$405K Buy
4,414
+1,132
+34% +$97.1K 0.02% 218
2021
Q1 		$255K Buy
+3,282
New +$252K 0.01% 263
2019
Q4 		– Sell
-4,970
Closed -$212K – 314
2019
Q3 		$212K Buy
+4,970
New +$212K 0.01% 287
2018
Q4 		– Sell
-3,365
Closed -$157K – 853
2018
Q3 		$157K Buy
+3,365
New +$164K 0.01% 268
2018
Q2 		– Sell
-3,868
Closed -$208K – 992
2018
Q1 		$208K Sell
3,868
-35
-0.9% -$1.94K 0.02% 287
2017
Q4 		$205K Sell
3,903
-699
-15% -$35.3K 0.02% 289
2017
Q3 		$222K Buy
+4,602
New +$213K 0.02% 344

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

Avantax Planning Partners's MS Position: Q1 2026 in Review

Avantax Planning Partners increased its Morgan Stanley (MS) stake by 2.8% in Q1 2026, buying an estimated $15.1K and bringing the position to 3,185 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #272.

Avantax Planning Partners first reported a position in MS in Q3 2017 and has held it in 26 quarters since. The position peaked at $550K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Avantax Planning Partners held 3,185 shares of Morgan Stanley worth $524K as of Q1 2026.
  • Avantax Planning Partners bought 87 Morgan Stanley shares in Q1 2026, an estimated $15.1K.
  • Morgan Stanley made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #272 holding.
  • Avantax Planning Partners first reported a position in Morgan Stanley in Q3 2017 and has held it in 26 quarters since.
  • Avantax Planning Partners's Morgan Stanley position peaked at $550K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.