Evernest Financial Advisors’s Morgan Stanley MS Stock Holding History

Evernest Financial 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	$1.08M	Sell	5,695 -11	-0.2%	-$1.9K	0.23%	69
2025 Q4	$1.04M	Buy	5,706 +109	+2%	+$18.2K	0.22%	73
2025 Q3	$890K	Sell	5,597 -53	-0.9%	-$7.83K	0.25%	79
2025 Q2	$796K	Buy	5,650 +873	+18%	+$107K	0.26%	80
2025 Q1	$557K	Sell	4,777 -74	-2%	-$9.54K	0.2%	97
2024 Q4	$610K	Sell	4,851 -116	-2%	-$14.3K	0.16%	97
2024 Q3	$518K	Sell	4,967 -80	-2%	-$8.06K	0.14%	104
2024 Q2	$491K	Sell	5,047 -6	-0.1%	-$571	0.22%	84
2024 Q1	$458K	Buy	5,053 +849	+20%	+$74.8K	0.22%	86
2023 Q4	$392K	Buy	+4,204	New	+$336K	0.2%	99
2021 Q4	$359K	Buy	+4,177	New	+$416K	0.19%	92

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

Evernest Financial Advisors's MS Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Morgan Stanley (MS) stake by 0.19% in Q1 2026, selling an estimated $1.9K and leaving 5,695 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #69.

Evernest Financial Advisors first reported a position in MS in Q4 2021 and has held it in 11 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Evernest Financial Advisors held 5,695 shares of Morgan Stanley worth $1.08M as of Q1 2026.
Evernest Financial Advisors sold 11 Morgan Stanley shares in Q1 2026, an estimated $1.9K.
Morgan Stanley made up 0.23% of Evernest Financial Advisors's portfolio in Q1 2026, its #69 holding.
Evernest Financial Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 11 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.