BFG
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Berger Financial Group’s Morgan Stanley MS Stock Holding History

Berger Financial Group’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 		$984K Buy
5,981
+136
+2% +$23.5K 0.06% 210
2025
Q4 		$1.04M Sell
5,845
-116
-2% -$19.3K 0.06% 204
2025
Q3 		$947K Sell
5,961
-6
-0.1% -$886 0.06% 214
2025
Q2 		$840K Sell
5,967
-137
-2% -$16.8K 0.05% 211
2025
Q1 		$712K Buy
6,104
+258
+4% +$33.2K 0.05% 217
2024
Q4 		$735K Buy
5,846
+11
+0.2% +$1.35K 0.05% 206
2024
Q3 		$608K Buy
5,835
+65
+1% +$6.55K 0.04% 211
2024
Q2 		$561K Sell
5,770
-54
-0.9% -$5.14K 0.04% 200
2024
Q1 		$548K Sell
5,824
-308
-5% -$27.1K 0.05% 195
2023
Q4 		$572K Buy
6,132
+481
+9% +$38.5K 0.06% 157
2023
Q3 		$461K Sell
5,651
-125
-2% -$10.9K 0.05% 162
2023
Q2 		$493K Sell
5,776
-101
-2% -$8.64K 0.06% 158
2023
Q1 		$516K Sell
5,877
-167
-3% -$15.6K 0.06% 151
2022
Q4 		$514K Buy
6,044
+1
+0% +$85 0.07% 147
2022
Q3 		$477K Buy
6,043
+32
+0.5% +$2.7K 0.07% 141
2022
Q2 		$457K Buy
6,011
+422
+8% +$34.6K 0.07% 148
2022
Q1 		$489K Buy
5,589
+1,082
+24% +$104K 0.06% 152
2021
Q4 		$442K Buy
4,507
+462
+11% +$46K 0.06% 164
2021
Q3 		$394K Buy
4,045
+453
+13% +$44.9K 0.07% 135
2021
Q2 		$328K Buy
3,592
+189
+6% +$16.2K 0.06% 151
2021
Q1 		$264K Buy
3,403
+71
+2% +$5.44K 0.06% 159
2020
Q4 		$228K Buy
+3,332
New +$191K 0.04% 188

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

Berger Financial Group's MS Position: Q1 2026 in Review

Berger Financial Group increased its Morgan Stanley (MS) stake by 2.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 5,981 shares worth $984K. The position accounts for 0.06% of the portfolio, ranked #210.

Berger Financial Group first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Berger Financial Group held 5,981 shares of Morgan Stanley worth $984K as of Q1 2026.
  • Berger Financial Group bought 136 Morgan Stanley shares in Q1 2026, an estimated $23.5K.
  • Morgan Stanley made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #210 holding.
  • Berger Financial Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Morgan Stanley position peaked at $1.04M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.