Bedel Financial Consulting’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $534K | Sell |
3,242
-106
| -3% | -$18.4K | 0.06% | 164 |
|
|
2025
Q4 | $594K | Buy |
3,348
+228
| +7% | +$38K | 0.06% | 145 |
|
|
2025
Q3 | $496K | Buy |
3,120
+63
| +2% | +$9.3K | 0.06% | 162 |
|
|
2025
Q2 | $431K | Hold |
3,057
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $362K | Buy |
3,057
+1
| +0% | +$129 | 0.05% | 183 |
|
|
2024
Q4 | $425K | Buy |
3,056
+1
| +0% | +$123 | 0.06% | 165 |
|
|
2024
Q3 | $318K | Buy |
3,055
+1
| +0% | +$101 | 0.04% | 201 |
|
|
2024
Q2 | $297K | Buy |
3,054
+1
| +0% | +$95 | 0.04% | 196 |
|
|
2024
Q1 | $287K | Sell |
3,053
-322
| -10% | -$28.4K | 0.05% | 202 |
|
|
2023
Q4 | $315K | Buy |
3,375
+1
| +0% | +$80 | 0.06% | 179 |
|
|
2023
Q3 | $276K | Sell |
3,374
-125
| -4% | -$10.9K | 0.06% | 184 |
|
|
2023
Q2 | $299K | Buy |
3,499
+722
| +26% | +$61.7K | 0.06% | 180 |
|
|
2023
Q1 | $244K | Sell |
2,777
-101
| -4% | -$9.43K | 0.06% | 191 |
|
|
2022
Q4 | $245K | Buy |
2,878
+1
| +0% | +$85 | 0.06% | 189 |
|
|
2022
Q3 | $246K | Buy |
2,877
+1
| +0% | +$84 | 0.07% | 180 |
|
|
2022
Q2 | $219K | Buy |
2,876
+1,681
| +141% | +$138K | 0.06% | 182 |
|
|
2022
Q1 | $104K | Sell |
1,195
-153
| -11% | -$14.8K | 0.03% | 277 |
|
|
2021
Q4 | $132K | Buy |
1,348
+154
| +13% | +$15.3K | 0.04% | 239 |
|
|
2021
Q3 | $116K | Sell |
1,194
-20
| -2% | -$1.98K | 0.04% | 248 |
|
|
2021
Q2 | $111K | Buy |
1,214
+20
| +2% | +$1.72K | 0.04% | 250 |
|
|
2021
Q1 | $93K | Hold |
1,194
| – | – | 0.04% | 274 |
|
|
2020
Q4 | $82K | Hold |
1,194
| – | – | 0.04% | 253 |
|
|
2020
Q3 | $58K | Hold |
1,194
| – | – | 0.03% | 283 |
|
|
2020
Q2 | $58K | Hold |
1,194
| – | – | 0.03% | 264 |
|
|
2020
Q1 | $41K | Buy |
1,194
+494
| +71% | +$23.3K | 0.03% | 291 |
|
|
2019
Q4 | $36K | Hold |
700
| – | – | 0.02% | 334 |
|
|
2019
Q3 | $30K | Hold |
700
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $31K | Hold |
700
| – | – | 0.02% | 346 |
|
|
2019
Q1 | $30K | Hold |
700
| – | – | 0.02% | 344 |
|
|
2018
Q4 | $28K | Buy |
700
+175
| +33% | +$7.64K | 0.02% | 325 |
|
|
2018
Q3 | $24K | Buy |
525
+97
| +23% | +$4.74K | 0.02% | 360 |
|
|
2018
Q2 | $20K | Hold |
428
| – | – | 0.01% | 382 |
|
|
2018
Q1 | $23K | Buy |
+428
| New | +$23.7K | 0.02% | 365 |
|
Other funds holding MS
VCM
VPM
Bedel Financial Consulting's MS Position: Q1 2026 in Review
Bedel Financial Consulting reduced its Morgan Stanley (MS) stake by 3.2% in Q1 2026, selling an estimated $18.4K and leaving 3,242 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #164.
Bedel Financial Consulting first reported a position in MS in Q1 2018 and has held it in 33 quarters since. The position peaked at $594K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Bedel Financial Consulting held 3,242 shares of Morgan Stanley worth $534K as of Q1 2026.
- Bedel Financial Consulting sold 106 Morgan Stanley shares in Q1 2026, an estimated $18.4K.
- Morgan Stanley made up 0.06% of Bedel Financial Consulting's portfolio in Q1 2026, its #164 holding.
- Bedel Financial Consulting first reported a position in Morgan Stanley in Q1 2018 and has held it in 33 quarters since.
- Bedel Financial Consulting's Morgan Stanley position peaked at $594K in Q4 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.