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Beacon Financial Advisory’s Morgan Stanley MS Stock Holding History

Beacon Financial Advisory’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 		$344K Sell
2,091
-17
-0.8% -$2.94K 0.08% 290
2025
Q4 		$374K Sell
2,108
-35
-2% -$5.84K 0.09% 258
2025
Q3 		$341K Buy
2,143
+89
+4% +$13.1K 0.08% 271
2025
Q2 		$289K Buy
2,054
+110
+6% +$13.5K 0.07% 277
2025
Q1 		$227K Buy
1,944
+242
+14% +$31.2K 0.07% 297
2024
Q4 		$214K Buy
+1,702
New +$210K 0.07% 276
2024
Q3 		– Sell
-2,080
Closed -$202K – 314
2024
Q2 		$202K Buy
+2,080
New +$198K 0.08% 276

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

Beacon Financial Advisory's MS Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Morgan Stanley (MS) stake by 0.81% in Q1 2026, selling an estimated $2.94K and leaving 2,091 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #290.

Beacon Financial Advisory first reported a position in MS in Q2 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Beacon Financial Advisory held 2,091 shares of Morgan Stanley worth $344K as of Q1 2026.
  • Beacon Financial Advisory sold 17 Morgan Stanley shares in Q1 2026, an estimated $2.94K.
  • Morgan Stanley made up 0.08% of Beacon Financial Advisory's portfolio in Q1 2026, its #290 holding.
  • Beacon Financial Advisory first reported a position in Morgan Stanley in Q2 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Morgan Stanley position peaked at $374K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.