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Elevated Capital Advisors’s Morgan Stanley MS Stock Holding History

Elevated Capital 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 		$381K Buy
2,313
+2,125
+1,130% +$368K 0.1% 203
2025
Q4 		$33.3K Buy
+188
New +$31.4K 0.01% 367

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

Elevated Capital Advisors's MS Position: Q1 2026 in Review

Elevated Capital Advisors increased its Morgan Stanley (MS) stake by 1,130% in Q1 2026, buying an estimated $368K and bringing the position to 2,313 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #203.

Elevated Capital Advisors first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Elevated Capital Advisors held 2,313 shares of Morgan Stanley worth $381K as of Q1 2026.
  • Elevated Capital Advisors bought 2,125 Morgan Stanley shares in Q1 2026, an estimated $368K.
  • Morgan Stanley made up 0.1% of Elevated Capital Advisors's portfolio in Q1 2026, its #203 holding.
  • Elevated Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.