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

Bouchey 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 		$419K Buy
2,351
+39
+2% +$6.75K 0.03% 106
2025
Q4 		$410K Buy
2,312
+44
+2% +$7.34K 0.03% 97
2025
Q3 		$361K Hold
2,268
– – 0.03% 102
2025
Q2 		$319K Buy
2,268
+101
+5% +$12.4K 0.03% 102
2025
Q1 		$253K Sell
2,167
-59
-3% -$7.6K 0.02% 115
2024
Q4 		$280K Hold
2,226
– – 0.02% 110
2024
Q3 		$232K Buy
2,226
+33
+2% +$3.32K 0.02% 134
2024
Q2 		$213K Sell
2,193
-101
-4% -$9.61K 0.02% 135
2024
Q1 		$216K Buy
+2,294
New +$202K 0.02% 133

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

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

Bouchey Financial Group increased its Morgan Stanley (MS) stake by 1.7% in Q1 2026, buying an estimated $6.75K and bringing the position to 2,351 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #106.

Bouchey Financial Group first reported a position in MS in Q1 2024 and has held it in 9 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bouchey Financial Group held 2,351 shares of Morgan Stanley worth $419K as of Q1 2026.
  • Bouchey Financial Group bought 39 Morgan Stanley shares in Q1 2026, an estimated $6.75K.
  • Morgan Stanley made up 0.03% of Bouchey Financial Group's portfolio in Q1 2026, its #106 holding.
  • Bouchey Financial Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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