AC
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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
2024
Q3 		– Sell
-8,000
Closed -$778K – 492
2024
Q2 		$778K Buy
8,000
+6,500
+433% +$619K 0.08% 182
2024
Q1 		$141K Buy
+1,500
New +$132K 0.01% 433

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.