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Concurrent Investment Advisors’s Morgan Stanley MS Stock Holding History

Concurrent Investment 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 		$10.3M Sell
62,689
-13,649
-18% -$2.36M 0.11% 199
2025
Q4 		$13.6M Buy
76,338
+44,564
+140% +$7.43M 0.15% 139
2025
Q3 		$5.05M Sell
31,774
-9,626
-23% -$1.42M 0.09% 240
2025
Q2 		$5.83M Buy
41,400
+2,625
+7% +$322K 0.11% 194
2025
Q1 		$4.52M Buy
38,775
+21,657
+127% +$2.79M 0.11% 206
2024
Q4 		$2.15M Sell
17,118
-323
-2% -$39.8K 0.06% 307
2024
Q3 		$1.82M Buy
17,441
+1,717
+11% +$173K 0.05% 338
2024
Q2 		$1.53M Buy
15,724
+5,080
+48% +$484K 0.05% 342
2024
Q1 		$1M Buy
10,644
+934
+10% +$82.3K 0.04% 370
2023
Q4 		$905K Buy
+9,710
New +$777K 0.04% 351

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

Concurrent Investment Advisors's MS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $2.36M and leaving 62,689 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #199.

Concurrent Investment Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.6M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Concurrent Investment Advisors held 62,689 shares of Morgan Stanley worth $10.3M as of Q1 2026.
  • Concurrent Investment Advisors sold 13,649 Morgan Stanley shares in Q1 2026, an estimated $2.36M.
  • Morgan Stanley made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • Concurrent Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Morgan Stanley position peaked at $13.6M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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