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Beacon Pointe Advisors’s Morgan Stanley MS Stock Holding History

Beacon Pointe Advisors’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 		$6.38M Buy
38,756
+13,699
+55% +$2.37M 0.03% 420
2025
Q4 		$4.45M Buy
25,057
+1,179
+5% +$197K 0.03% 419
2025
Q3 		$3.8M Sell
23,878
-1,246
-5% -$184K 0.03% 412
2025
Q2 		$3.54M Buy
25,124
+2,142
+9% +$263K 0.04% 377
2025
Q1 		$2.68M Sell
22,982
-1,418
-6% -$183K 0.03% 404
2024
Q4 		$3.07M Sell
24,400
-8,742
-26% -$1.08M 0.03% 360
2024
Q3 		$3.45M Sell
33,142
-186
-0.6% -$18.7K 0.04% 362
2024
Q2 		$3.24M Buy
33,328
+194
+0.6% +$18.5K 0.04% 372
2024
Q1 		$3.12M Sell
33,134
-23,810
-42% -$2.1M 0.03% 397
2023
Q4 		$5.31M Sell
56,944
-3,217
-5% -$257K 0.06% 268
2023
Q3 		$4.91M Buy
60,161
+21,446
+55% +$1.86M 0.06% 265
2023
Q2 		$3.31M Sell
38,715
-5,525
-12% -$473K 0.05% 292
2023
Q1 		$3.88M Buy
44,240
+3,288
+8% +$307K 0.07% 260
2022
Q4 		$3.48M Buy
40,952
+2,355
+6% +$201K 0.07% 255
2022
Q3 		$3.06M Buy
38,597
+11,590
+43% +$977K 0.07% 233
2022
Q2 		$2.06M Sell
27,007
-8,734
-24% -$715K 0.04% 323
2022
Q1 		$3.12M Buy
35,741
+21,368
+149% +$2.06M 0.04% 349
2021
Q4 		$1.41M Sell
14,373
-2,443
-15% -$243K 0.04% 315
2021
Q3 		$1.64M Buy
16,816
+1,946
+13% +$193K 0.04% 315
2021
Q2 		$1.36M Buy
14,870
+11,101
+295% +$952K 0.05% 279
2021
Q1 		$294K Buy
+3,769
New +$289K 0.02% 392

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 Pointe Advisors's MS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Morgan Stanley (MS) stake by 55% in Q1 2026, buying an estimated $2.37M and bringing the position to 38,756 shares worth $6.38M. The position accounts for 0.03% of the portfolio, ranked #420.

Beacon Pointe Advisors first reported a position in MS in Q1 2021 and has held it in 21 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Beacon Pointe Advisors held 38,756 shares of Morgan Stanley worth $6.38M as of Q1 2026.
  • Beacon Pointe Advisors bought 13,699 Morgan Stanley shares in Q1 2026, an estimated $2.37M.
  • Morgan Stanley made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #420 holding.
  • Beacon Pointe Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.