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Empire Financial Management Company’s Morgan Stanley MS Stock Holding History

Empire Financial Management Company’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 		$1.1M Sell
6,658
-52
-0.8% -$9K 0.25% 111
2025
Q4 		$1.19M Sell
6,710
-169
-2% -$28.2K 0.26% 99
2025
Q3 		$1.09M Sell
6,879
-83
-1% -$12.3K 0.25% 104
2025
Q2 		$981K Buy
6,962
+195
+3% +$24K 0.28% 100
2025
Q1 		$790K Buy
6,767
+138
+2% +$17.8K 0.24% 113
2024
Q4 		$833K Sell
6,629
-33
-0.5% -$4.06K 0.26% 110
2024
Q3 		$694K Sell
6,662
-187
-3% -$18.8K 0.21% 122
2024
Q2 		$666K Buy
6,849
+311
+5% +$29.6K 0.22% 115
2024
Q1 		$616K Sell
6,538
-306
-4% -$26.9K 0.2% 128
2023
Q4 		$638K Buy
6,844
+193
+3% +$15.4K 0.25% 101
2023
Q3 		$543K Buy
+6,651
New +$577K 0.24% 108

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

Empire Financial Management Company's MS Position: Q1 2026 in Review

Empire Financial Management Company reduced its Morgan Stanley (MS) stake by 0.77% in Q1 2026, selling an estimated $9K and leaving 6,658 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #111.

Empire Financial Management Company first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Empire Financial Management Company held 6,658 shares of Morgan Stanley worth $1.1M as of Q1 2026.
  • Empire Financial Management Company sold 52 Morgan Stanley shares in Q1 2026, an estimated $9K.
  • Morgan Stanley made up 0.25% of Empire Financial Management Company's portfolio in Q1 2026, its #111 holding.
  • Empire Financial Management Company first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • Empire Financial Management Company's Morgan Stanley position peaked at $1.19M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.