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Coordinated Financial Services’s Morgan Stanley MS Stock Holding History

Coordinated 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 		$379K Buy
2,305
+856
+59% +$148K 0.22% 125
2025
Q4 		$257K Buy
1,449
+78
+6% +$13K 0.15% 151
2025
Q3 		$218K Sell
1,371
-119
-8% -$17.6K 0.14% 148
2025
Q2 		$210K Buy
+1,490
New +$183K 0.15% 143

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

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

Coordinated Financial Services increased its Morgan Stanley (MS) stake by 59% in Q1 2026, buying an estimated $148K and bringing the position to 2,305 shares worth $379K. The position accounts for 0.22% of the portfolio, ranked #125.

Coordinated Financial Services first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Coordinated Financial Services held 2,305 shares of Morgan Stanley worth $379K as of Q1 2026.
  • Coordinated Financial Services bought 856 Morgan Stanley shares in Q1 2026, an estimated $148K.
  • Morgan Stanley made up 0.22% of Coordinated Financial Services's portfolio in Q1 2026, its #125 holding.
  • Coordinated Financial Services first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.