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Avestar Capital’s Morgan Stanley MS Stock Holding History

Avestar Capital’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 		$2.38M Buy
14,462
+27
+0.2% +$4.67K 0.15% 107
2025
Q4 		$2.56M Sell
14,435
-473
-3% -$78.9K 0.17% 98
2025
Q3 		$2.37M Sell
14,908
-4,804
-24% -$709K 0.16% 111
2025
Q2 		$2.78M Buy
19,712
+2,665
+16% +$327K 0.19% 90
2025
Q1 		$1.99M Buy
17,047
+3,757
+28% +$484K 0.17% 105
2024
Q4 		$1.67M Buy
13,290
+80
+0.6% +$9.85K 0.14% 118
2024
Q3 		$1.38M Buy
13,210
+451
+4% +$45.4K 0.14% 120
2024
Q2 		$1.24M Buy
12,759
+1,775
+16% +$169K 0.13% 133
2024
Q1 		$1.03M Buy
10,984
+6,214
+130% +$547K 0.11% 152
2023
Q4 		$445K Buy
4,770
+1,585
+50% +$127K 0.05% 214
2023
Q3 		$260K Buy
3,185
+522
+20% +$45.3K 0.04% 282
2023
Q2 		$227K Buy
2,663
+360
+16% +$30.8K 0.04% 292
2023
Q1 		$202K Buy
+2,303
New +$215K 0.04% 291
2021
Q3 		– Sell
-11,242
Closed -$1.03M – 483
2021
Q2 		$1.03M Buy
11,242
+4,066
+57% +$349K 0.14% 179
2021
Q1 		$594K Buy
7,176
+2,611
+57% +$200K 0.13% 167
2020
Q4 		$313K Buy
+4,565
New +$262K 0.09% 202
2020
Q1 		– Sell
-4,327
Closed -$221K – 186
2019
Q4 		$221K Sell
4,327
-1,243
-22% -$58.8K 0.12% 149
2019
Q3 		$238K Buy
5,570
+5,301
+1,971% +$227K 0.15% 128
2019
Q2 		$10K Hold
269
– – 0.01% 502
2019
Q1 		$10K Buy
269
+68
+34% +$2.86K 0.01% 480
2018
Q4 		$7K Buy
201
+115
+134% +$5.02K ﹤0.01% 488
2018
Q3 		$3K Sell
86
-1
-1% -$49 ﹤0.01% 602
2018
Q2 		$2K Buy
87
+57
+190% +$2.98K ﹤0.01% 691
2018
Q1 		$1K Buy
30
+16
+114% +$886 ﹤0.01% 749
2017
Q4 		$0 Buy
+14
New +$708 ﹤0.01% 779

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

Avestar Capital's MS Position: Q1 2026 in Review

Avestar Capital increased its Morgan Stanley (MS) stake by 0.19% in Q1 2026, buying an estimated $4.67K and bringing the position to 14,462 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #107.

Avestar Capital first reported a position in MS in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.78M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Avestar Capital held 14,462 shares of Morgan Stanley worth $2.38M as of Q1 2026.
  • Avestar Capital bought 27 Morgan Stanley shares in Q1 2026, an estimated $4.67K.
  • Morgan Stanley made up 0.15% of Avestar Capital's portfolio in Q1 2026, its #107 holding.
  • Avestar Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 25 quarters since.
  • Avestar Capital's Morgan Stanley position peaked at $2.78M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.