Ethos Financial Group’s Morgan Stanley MS Stock Holding History

Ethos Financial 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	$554K	Buy	3,258 +58	+2%	+$10K	0.04%	291
2025 Q4	$568K	Buy	3,200 +215	+7%	+$35.9K	0.04%	271
2025 Q3	$475K	Buy	2,985 +1,378	+86%	+$203K	0.04%	275
2025 Q2	$226K	Sell	1,607 -296	-16%	-$36.4K	0.02%	391
2025 Q1	$239K	Hold	1,903	–	–	0.02%	355
2024 Q4	$239K	Buy	+1,903	New	+$234K	0.03%	256
2023 Q3	–	Sell	-2,512	Closed	-$221K	–	192
2023 Q2	$221K	Hold	2,512	–	–	0.07%	130
2023 Q1	$221K	Buy	+2,512	New	+$234K	0.07%	159

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ethos Financial Group's MS Position: Q1 2026 in Review

Ethos Financial Group increased its Morgan Stanley (MS) stake by 1.8% in Q1 2026, buying an estimated $10K and bringing the position to 3,258 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #291.

Ethos Financial Group first reported a position in MS in Q1 2023 and has held it in 8 quarters since. The position peaked at $568K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Ethos Financial Group held 3,258 shares of Morgan Stanley worth $554K as of Q1 2026.
Ethos Financial Group bought 58 Morgan Stanley shares in Q1 2026, an estimated $10K.
Morgan Stanley made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #291 holding.
Ethos Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 8 quarters since.
Ethos Financial Group's Morgan Stanley position peaked at $568K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.