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Clayton Financial Group’s Morgan Stanley MS Stock Holding History

Clayton 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 		$11K Hold
67
– – 0.01% 227
2025
Q4 		$11.9K Buy
+67
New +$11.2K 0.01% 219
2025
Q2 		– Sell
-1,937
Closed -$226K – 81
2025
Q1 		$226K Hold
1,937
– – 0.08% 105
2024
Q4 		$244K Sell
1,937
-43
-2% -$5.3K 0.09% 104
2024
Q3 		$206K Buy
+1,980
New +$199K 0.08% 118

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

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

Clayton Financial Group held its Morgan Stanley (MS) position steady in Q1 2026 at 67 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #227.

Clayton Financial Group first reported a position in MS in Q3 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Clayton Financial Group held 67 shares of Morgan Stanley worth $11K as of Q1 2026.
  • Clayton Financial Group left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.01% of Clayton Financial Group's portfolio in Q1 2026, its #227 holding.
  • Clayton Financial Group first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
  • Clayton Financial Group's Morgan Stanley position peaked at $244K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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