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Compass Financial Services’s Morgan Stanley MS Stock Holding History

Compass Financial Services’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 		– Sell
-232
Closed -$41.2K – 183
2025
Q4 		$41.2K Buy
232
+1
+0.4% +$167 0.02% 109
2025
Q3 		$36.6K Buy
231
+2
+0.9% +$295 0.02% 120
2025
Q2 		$32.3K Buy
+229
New +$28.1K 0.02% 123

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

Compass Financial Services's MS Position: Q1 2026 in Review

Compass Financial Services sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 232 shares — an estimated $41.2K sold.

Compass Financial Services first reported a position in MS in Q2 2025 and held it in 3 quarters. The position peaked at $41.2K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Compass Financial Services reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 232 Morgan Stanley shares in Q1 2026, an estimated $41.2K.
  • Compass Financial Services first reported a position in Morgan Stanley in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's Morgan Stanley position peaked at $41.2K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.