Catalyst Financial Partners’s Morgan Stanley MS Stock Holding History

Catalyst Financial Partners’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	$1.31M	Buy	7,966 +528	+7%	+$91.4K	0.15%	82
2025 Q4	$1.32M	Sell	7,438 -53	-0.7%	-$8.84K	0.15%	77
2025 Q3	$1.19M	Buy	7,491 +204	+3%	+$30.1K	0.14%	73
2025 Q2	$1.03M	Buy	7,287 +413	+6%	+$50.7K	0.11%	77
2025 Q1	$802K	Buy	6,874 +139	+2%	+$17.9K	0.15%	87
2024 Q4	$847K	Buy	6,735 +90	+1%	+$11.1K	0.16%	77
2024 Q3	$693K	Buy	6,645 +368	+6%	+$37.1K	0.14%	98
2024 Q2	$610K	Buy	6,277 +272	+5%	+$25.9K	0.13%	100
2024 Q1	$541K	Buy	6,005 +180	+3%	+$15.9K	0.14%	97
2023 Q4	$543K	Buy	5,825 +160	+3%	+$12.8K	0.15%	88
2023 Q3	$463K	Buy	5,665 +438	+8%	+$38K	0.15%	101
2023 Q2	$446K	Buy	5,227 +543	+12%	+$46.4K	0.16%	95
2023 Q1	$411K	Buy	4,684 +1,284	+38%	+$120K	0.18%	85
2022 Q4	$289K	Buy	+3,400	New	+$290K	0.15%	113

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Catalyst Financial Partners's MS Position: Q1 2026 in Review

Catalyst Financial Partners increased its Morgan Stanley (MS) stake by 7.1% in Q1 2026, buying an estimated $91.4K and bringing the position to 7,966 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #82.

Catalyst Financial Partners first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Catalyst Financial Partners held 7,966 shares of Morgan Stanley worth $1.31M as of Q1 2026.
Catalyst Financial Partners bought 528 Morgan Stanley shares in Q1 2026, an estimated $91.4K.
Morgan Stanley made up 0.15% of Catalyst Financial Partners's portfolio in Q1 2026, its #82 holding.
Catalyst Financial Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Morgan Stanley position peaked at $1.32M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.