CA
MS icon

Claro Advisors’s Morgan Stanley MS Stock Holding History

Claro 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 		$681K Buy
4,135
+181
+5% +$31.3K 0.08% 192
2025
Q4 		$702K Sell
3,954
-13
-0.3% -$2.17K 0.1% 183
2025
Q3 		$631K Buy
3,967
+141
+4% +$20.8K 0.09% 188
2025
Q2 		$539K Sell
3,826
-2,277
-37% -$280K 0.09% 196
2025
Q1 		$712K Sell
6,103
-544
-8% -$70.1K 0.1% 195
2024
Q4 		$836K Sell
6,647
-1,347
-17% -$166K 0.11% 168
2024
Q3 		$833K Buy
7,994
+213
+3% +$21.4K 0.11% 186
2024
Q2 		$756K Buy
7,781
+781
+11% +$74.3K 0.12% 178
2024
Q1 		$659K Buy
7,000
+286
+4% +$25.2K 0.11% 197
2023
Q4 		$626K Sell
6,714
-771
-10% -$61.7K 0.14% 179
2023
Q3 		$611K Buy
7,485
+303
+4% +$26.3K 0.15% 160
2023
Q2 		$613K Buy
7,182
+453
+7% +$38.7K 0.15% 167
2023
Q1 		$591K Buy
6,729
+887
+15% +$82.8K 0.17% 144
2022
Q4 		$497K Buy
5,842
+348
+6% +$29.7K 0.16% 153
2022
Q3 		$418K Hold
5,494
– – 0.17% 146
2022
Q2 		$418K Buy
5,494
+3,251
+145% +$266K 0.17% 146
2022
Q1 		$220K Hold
2,243
– – 0.08% 248
2021
Q4 		$220K Buy
+2,243
New +$223K 0.08% 248
2019
Q1 		– Sell
-1,566
Closed -$73K – 653
2018
Q4 		$73K Buy
+1,566
New +$68.3K 0.06% 278

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

Claro Advisors's MS Position: Q1 2026 in Review

Claro Advisors increased its Morgan Stanley (MS) stake by 4.6% in Q1 2026, buying an estimated $31.3K and bringing the position to 4,135 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #192.

Claro Advisors first reported a position in MS in Q4 2018 and has held it in 19 quarters since. The position peaked at $836K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Claro Advisors held 4,135 shares of Morgan Stanley worth $681K as of Q1 2026.
  • Claro Advisors bought 181 Morgan Stanley shares in Q1 2026, an estimated $31.3K.
  • Morgan Stanley made up 0.08% of Claro Advisors's portfolio in Q1 2026, its #192 holding.
  • Claro Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 19 quarters since.
  • Claro Advisors's Morgan Stanley position peaked at $836K in Q4 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.