Empower Advisory Group
MS icon

Empower Advisory Group’s Morgan Stanley MS Stock Holding History

Empower Advisory Group’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 		$1.05M Sell
6,410
-816
-11% -$141K ﹤0.01% 244
2025
Q4 		$1.28M Buy
7,226
+1,652
+30% +$276K ﹤0.01% 231
2025
Q3 		$886K Buy
5,574
+442
+9% +$65.3K ﹤0.01% 265
2025
Q2 		$723K Buy
5,132
+617
+14% +$75.8K ﹤0.01% 283
2025
Q1 		$527K Buy
4,515
+582
+15% +$75K ﹤0.01% 316
2024
Q4 		$494K Sell
3,933
-2,178
-36% -$268K ﹤0.01% 323
2024
Q3 		$637K Buy
6,111
+23
+0.4% +$2.32K ﹤0.01% 284
2024
Q2 		$592K Sell
6,088
-2,374
-28% -$226K ﹤0.01% 282
2024
Q1 		$797K Buy
8,462
+1,520
+22% +$134K ﹤0.01% 248
2023
Q4 		$647K Sell
6,942
-232
-3% -$18.6K ﹤0.01% 268
2023
Q3 		$586K Buy
7,174
+49
+0.7% +$4.25K ﹤0.01% 278
2023
Q2 		$608K Sell
7,125
-188
-3% -$16.1K ﹤0.01% 281
2023
Q1 		$637K Buy
+7,313
New +$682K ﹤0.01% 277

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

Empower Advisory Group's MS Position: Q1 2026 in Review

Empower Advisory Group reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $141K and leaving 6,410 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Empower Advisory Group first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Empower Advisory Group held 6,410 shares of Morgan Stanley worth $1.05M as of Q1 2026.
  • Empower Advisory Group sold 816 Morgan Stanley shares in Q1 2026, an estimated $141K.
  • Morgan Stanley made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #244 holding.
  • Empower Advisory Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Morgan Stanley position peaked at $1.28M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.