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Claris Financial’s Morgan Stanley MS Stock Holding History

Claris Financial’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 		$415K Buy
2,522
+9
+0.4% +$1.56K 0.23% 102
2025
Q4 		$446K Buy
2,513
+9
+0.4% +$1.5K 0.24% 95
2025
Q3 		$398K Buy
2,504
+600
+32% +$88.6K 0.23% 99
2025
Q2 		$268K Sell
1,904
-519
-21% -$63.7K 0.2% 114
2025
Q1 		$305K Hold
2,423
– – 0.2% 111
2024
Q4 		$305K Buy
+2,423
New +$298K 0.2% 111

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

Claris Financial's MS Position: Q1 2026 in Review

Claris Financial increased its Morgan Stanley (MS) stake by 0.36% in Q1 2026, buying an estimated $1.56K and bringing the position to 2,522 shares worth $415K. The position accounts for 0.23% of the portfolio, ranked #102.

Claris Financial first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Claris Financial held 2,522 shares of Morgan Stanley worth $415K as of Q1 2026.
  • Claris Financial bought 9 Morgan Stanley shares in Q1 2026, an estimated $1.56K.
  • Morgan Stanley made up 0.23% of Claris Financial's portfolio in Q1 2026, its #102 holding.
  • Claris Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Morgan Stanley position peaked at $446K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.