EFS
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Essex Financial Services’s Morgan Stanley MS Stock Holding History

Essex 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 		$1.08M Buy
6,562
+81
+1% +$14K 0.06% 269
2025
Q4 		$1.15M Buy
6,481
+420
+7% +$70.1K 0.07% 251
2025
Q3 		$964K Sell
6,061
-842
-12% -$124K 0.06% 277
2025
Q2 		$972K Buy
6,903
+1,603
+30% +$197K 0.06% 258
2025
Q1 		$618K Sell
5,300
-495
-9% -$63.8K 0.04% 335
2024
Q4 		$729K Sell
5,795
-5
-0.1% -$616 0.05% 300
2024
Q3 		$686K Sell
5,800
-28
-0.5% -$2.82K 0.05% 314
2024
Q2 		$551K Sell
5,828
-224
-4% -$21.3K 0.04% 356
2024
Q1 		$570K Sell
6,052
-134
-2% -$11.8K 0.05% 303
2023
Q4 		$577K Buy
6,186
+399
+7% +$31.9K 0.06% 277
2023
Q3 		$473K Buy
5,787
+82
+1% +$7.12K 0.05% 287
2023
Q2 		$487K Sell
5,705
-2,232
-28% -$191K 0.06% 286
2023
Q1 		$697K Sell
7,937
-49
-0.6% -$4.57K 0.07% 239
2022
Q4 		$678K Sell
7,986
-356
-4% -$30.3K 0.07% 228
2022
Q3 		$659K Sell
8,342
-349
-4% -$29.4K 0.08% 220
2022
Q2 		$661K Sell
8,691
-20,217
-70% -$1.66M 0.07% 233
2022
Q1 		$2.53M Sell
28,908
-40,116
-58% -$3.87M 0.24% 98
2021
Q4 		$6.78M Buy
69,024
+52,490
+317% +$5.23M 0.67% 35
2021
Q3 		$1.61M Buy
16,534
+12,036
+268% +$1.19M 0.18% 129
2021
Q2 		$349K Hold
4,498
– – 0.05% 291
2021
Q1 		$349K Buy
4,498
+905
+25% +$69.4K 0.06% 237
2020
Q4 		$249K Buy
+3,593
New +$206K 0.05% 275
2020
Q1 		– Sell
-4,056
Closed -$207K – 265
2019
Q4 		$207K Buy
+4,056
New +$192K 0.06% 249
2019
Q3 		– Sell
-5,058
Closed -$222K – 258
2019
Q2 		$222K Sell
5,058
-1,100
-18% -$49.1K 0.07% 216
2019
Q1 		$260K Sell
6,158
-1,526
-20% -$64.2K 0.08% 193
2018
Q4 		$305K Sell
7,684
-3,368
-30% -$147K 0.09% 175
2018
Q3 		$515K Sell
11,052
-1,876
-15% -$91.6K 0.11% 155
2018
Q2 		$613K Sell
12,928
-200
-2% -$10.5K 0.15% 136
2018
Q1 		$708K Sell
13,128
-395
-3% -$21.9K 0.14% 159
2017
Q4 		$710K Sell
13,523
-1,069
-7% -$54.1K 0.17% 123
2017
Q3 		$703K Buy
14,592
+335
+2% +$15.5K 0.17% 122
2017
Q2 		$635K Buy
14,257
+3,350
+31% +$144K 0.13% 161
2017
Q1 		$467K Sell
10,907
-3,250
-23% -$144K 0.11% 183
2016
Q4 		$598K Buy
14,157
+357
+3% +$13.5K 0.13% 156
2016
Q3 		$444K Buy
13,800
+295
+2% +$8.8K 0.11% 179
2016
Q2 		$351K Hold
13,505
– – 0.08% 217
2016
Q1 		$338K Buy
13,505
+4,159
+45% +$106K 0.08% 219
2015
Q4 		$297K Buy
+9,346
New +$311K 0.07% 235
2015
Q1 		– Sell
-5,795
Closed -$225K – 334
2014
Q4 		$225K Buy
+5,795
New +$206K 0.06% 284

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

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

Essex Financial Services increased its Morgan Stanley (MS) stake by 1.2% in Q1 2026, buying an estimated $14K and bringing the position to 6,562 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #269.

Essex Financial Services first reported a position in MS in Q4 2014 and has held it in 39 quarters since. The position peaked at $6.78M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Essex Financial Services held 6,562 shares of Morgan Stanley worth $1.08M as of Q1 2026.
  • Essex Financial Services bought 81 Morgan Stanley shares in Q1 2026, an estimated $14K.
  • Morgan Stanley made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #269 holding.
  • Essex Financial Services first reported a position in Morgan Stanley in Q4 2014 and has held it in 39 quarters since.
  • Essex Financial Services's Morgan Stanley position peaked at $6.78M in Q4 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.