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DHJJ Financial Advisors’s Morgan Stanley MS Stock Holding History

DHJJ Financial 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 		$55.7K Hold
338
– – 0.02% 377
2025
Q4 		$60K Hold
338
– – 0.02% 354
2025
Q3 		$53.8K Hold
338
– – 0.02% 354
2025
Q2 		$47.6K Hold
338
– – 0.02% 351
2025
Q1 		$39.5K Hold
338
– – 0.02% 343
2024
Q4 		$42.5K Hold
338
– – 0.02% 326
2024
Q3 		$35.3K Hold
338
– – 0.01% 353
2024
Q2 		$32.9K Hold
338
– – 0.01% 325
2024
Q1 		$31.8K Hold
338
– – 0.01% 321
2023
Q4 		$31.5K Hold
338
– – 0.01% 313
2023
Q3 		$27.6K Buy
+338
New +$29.3K 0.01% 315

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

DHJJ Financial Advisors's MS Position: Q1 2026 in Review

DHJJ Financial Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 338 shares worth $55.7K. The position accounts for 0.02% of the portfolio, ranked #377.

DHJJ Financial Advisors first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $60K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • DHJJ Financial Advisors held 338 shares of Morgan Stanley worth $55.7K as of Q1 2026.
  • DHJJ Financial Advisors left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #377 holding.
  • DHJJ Financial Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Morgan Stanley position peaked at $60K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.