Aviance Capital Partners’s Morgan Stanley MS Stock Holding History

Aviance Capital 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	$248K	Sell	1,506 -1	-0.1%	-$173	0.03%	335
2025 Q4	$268K	Hold	1,507	–	–	0.03%	318
2025 Q3	$240K	Hold	1,507	–	–	0.03%	329
2025 Q2	$212K	Buy	+1,507	New	+$185K	0.03%	329
2025 Q1	–	Sell	-1,597	Closed	-$201K	–	342
2024 Q4	$201K	Buy	+1,597	New	+$197K	0.03%	312
2016 Q1	–	Sell	-35,002	Closed	-$1.11M	–	209
2015 Q4	$1.11M	Sell	35,002 -11,949	-25%	-$397K	0.38%	76
2015 Q3	$1.48M	Buy	46,951 +1,270	+3%	+$46.2K	0.61%	44
2015 Q2	$1.77M	Buy	+45,681	New	+$1.74M	0.66%	34

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aviance Capital Partners's MS Position: Q1 2026 in Review

Aviance Capital Partners reduced its Morgan Stanley (MS) stake by 0.07% in Q1 2026, selling an estimated $173 and leaving 1,506 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #335.

Aviance Capital Partners first reported a position in MS in Q2 2015 and has held it in 8 quarters since. The position peaked at $1.77M in Q2 2015. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Aviance Capital Partners held 1,506 shares of Morgan Stanley worth $248K as of Q1 2026.
Aviance Capital Partners sold 1 Morgan Stanley share in Q1 2026, an estimated $173.
Morgan Stanley made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #335 holding.
Aviance Capital Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 8 quarters since.
Aviance Capital Partners's Morgan Stanley position peaked at $1.77M in Q2 2015.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.