Comprehensive Financial Planning’s Morgan Stanley MS Stock Holding History

Comprehensive Financial Planning’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	-31	Closed	-$5.5K	–	428
2025 Q4	$5.5K	Buy	+31	New	+$5.17K	﹤0.01%	296

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

Comprehensive Financial Planning's MS Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 31 shares — an estimated $5.5K sold.

Comprehensive Financial Planning first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $5.5K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Comprehensive Financial Planning reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 31 Morgan Stanley shares in Q1 2026, an estimated $5.5K.
Comprehensive Financial Planning first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's Morgan Stanley position peaked at $5.5K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.