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Bell Investment Advisors’s Morgan Stanley MS Stock Holding History

Bell Investment 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 		$114K Buy
690
+6
+0.9% +$1.04K 0.02% 160
2025
Q4 		$121K Buy
684
+25
+4% +$4.17K 0.02% 157
2025
Q3 		$105K Sell
659
-15
-2% -$2.21K 0.02% 155
2025
Q2 		$94.9K Buy
674
+73
+12% +$8.97K 0.02% 165
2025
Q1 		$70.1K Hold
601
– – 0.01% 178
2024
Q4 		$75.6K Sell
601
-4
-0.7% -$493 0.01% 170
2024
Q3 		$63.1K Buy
605
+5
+0.8% +$504 0.01% 193
2024
Q2 		$58.3K Buy
600
+10
+2% +$952 0.01% 194
2024
Q1 		$55.6K Buy
590
+42
+8% +$3.7K 0.01% 197
2023
Q4 		$51.1K Sell
548
-76
-12% -$6.08K 0.01% 193
2023
Q3 		$51K Buy
624
+18
+3% +$1.56K 0.01% 175
2023
Q2 		$51.8K Sell
606
-1
-0.2% -$86 0.01% 162
2023
Q1 		$53.3K Sell
607
-95
-14% -$8.87K 0.01% 156
2022
Q4 		$59.7K Buy
702
+21
+3% +$1.79K 0.01% 145
2022
Q3 		$54K Buy
681
+148
+28% +$12.5K 0.02% 128
2022
Q2 		$41K Buy
+533
New +$43.7K 0.01% 154
2021
Q4 		$70K Buy
710
+71
+11% +$7.07K 0.02% 127
2021
Q3 		$62K Buy
+639
New +$63.3K 0.02% 122

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

Bell Investment Advisors's MS Position: Q1 2026 in Review

Bell Investment Advisors increased its Morgan Stanley (MS) stake by 0.88% in Q1 2026, buying an estimated $1.04K and bringing the position to 690 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #160.

Bell Investment Advisors first reported a position in MS in Q3 2021 and has held it in 18 quarters since. The position peaked at $121K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bell Investment Advisors held 690 shares of Morgan Stanley worth $114K as of Q1 2026.
  • Bell Investment Advisors bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
  • Morgan Stanley made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Bell Investment Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Morgan Stanley position peaked at $121K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.