FDx Advisors’s Morgan Stanley MS Stock Holding History

FDx 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	$246K	Sell	1,492 -34	-2%	-$5.89K	0.08%	156
2025 Q4	$271K	Sell	1,526 -68	-4%	-$11.3K	0.14%	76
2025 Q3	$261K	Sell	1,594 -680	-30%	-$100K	0.08%	151
2025 Q2	$320K	Buy	2,274 +27	+1%	+$3.32K	0.1%	125
2025 Q1	$262K	Sell	2,247 -332	-13%	-$42.8K	0.09%	143
2024 Q4	$324K	Sell	2,579 -394	-13%	-$48.5K	0.09%	131
2024 Q3	$310K	Buy	+2,973	New	+$299K	0.08%	146
2024 Q2	–	Sell	-2,895	Closed	-$273K	–	297
2024 Q1	$273K	Sell	2,895 -4,169	-59%	-$367K	0.04%	304
2023 Q4	$659K	Sell	7,064 -740	-9%	-$59.2K	0.05%	331
2023 Q3	$637K	Sell	7,804 -8,850	-53%	-$768K	0.05%	300
2023 Q2	$1.42M	Sell	16,654 -32,817	-66%	-$2.81M	0.08%	246
2023 Q1	$4.21M	Hold	49,471	–	–	0.18%	120
2022 Q4	$4.21M	Sell	49,471 -1,171	-2%	-$99.8K	0.18%	120
2022 Q3	$4M	Sell	50,642 -2,918	-5%	-$246K	0.18%	120
2022 Q2	$4.07M	Sell	53,560 -511	-0.9%	-$41.9K	0.15%	136
2022 Q1	$4.73M	Buy	54,071 +4,646	+9%	+$448K	0.16%	122
2021 Q4	$4.85M	Buy	49,425 +5,830	+13%	+$581K	0.13%	128
2021 Q3	$4.24M	Sell	43,595 -5,946	-12%	-$589K	0.14%	125
2021 Q2	$4.54M	Sell	49,541 -9,293	-16%	-$797K	0.15%	122
2021 Q1	$4.57M	Buy	58,834 +6,728	+13%	+$516K	0.17%	111
2020 Q4	$3.57M	Buy	52,106 +1,780	+4%	+$102K	0.15%	122
2020 Q3	$2.43M	Sell	50,326 -5,724	-10%	-$288K	0.11%	142
2020 Q2	$2.71M	Buy	56,050 +19,713	+54%	+$828K	0.14%	123
2020 Q1	$1.24M	Buy	36,337 +4,154	+13%	+$196K	0.08%	175
2019 Q4	$1.65M	Sell	32,183 -1,964	-6%	-$93K	0.09%	170
2019 Q3	$1.46M	Sell	34,147 -3,172	-8%	-$136K	0.1%	166
2019 Q2	$1.64M	Buy	37,319 +5,079	+16%	+$227K	0.06%	226
2019 Q1	$1.36M	Sell	32,240 -3,882	-11%	-$163K	0.06%	236
2018 Q4	$1.43M	Sell	36,122 -8,973	-20%	-$392K	0.12%	133
2018 Q3	$2.1M	Buy	45,095 +2,260	+5%	+$110K	0.08%	190
2018 Q2	$2.03M	Sell	42,835 -13,469	-24%	-$704K	0.07%	213
2018 Q1	$3.04M	Sell	56,304 -8,449	-13%	-$468K	0.09%	190
2017 Q4	$3.4M	Buy	64,753 +3,130	+5%	+$158K	0.09%	187
2017 Q3	$2.97M	Buy	61,623 +1,110	+2%	+$51.5K	0.08%	212
2017 Q2	$2.7M	Sell	60,513 -4,443	-7%	-$192K	0.08%	221
2017 Q1	$2.78M	Buy	64,956 +16,137	+33%	+$716K	0.09%	220
2016 Q4	$2.06M	Buy	48,819 +41,535	+570%	+$1.57M	0.06%	276
2016 Q3	$234K	Buy	+7,284	New	+$217K	0.01%	835
2015 Q4	–	Sell	-7,109	Closed	-$224K	–	894
2015 Q3	$224K	Sell	7,109 -5,240	-42%	-$191K	0.02%	690
2015 Q2	$479K	Buy	12,349 +949	+8%	+$36.1K	0.02%	594
2015 Q1	$406K	Sell	11,400 -2,500	-18%	-$89.7K	0.01%	1061
2014 Q4	$539K	Sell	13,900 -2,819	-17%	-$100K	0.03%	531
2014 Q3	$578K	Sell	16,719 -6,512	-28%	-$217K	0.04%	512
2014 Q2	$751K	Sell	23,231 -1,326	-5%	-$40.9K	0.05%	429
2014 Q1	$765K	Buy	24,557 +6,630	+37%	+$205K	0.06%	316
2013 Q4	$562K	Buy	17,927 +7,960	+80%	+$237K	0.06%	327
2013 Q3	$269K	Sell	9,967 -483	-5%	-$13K	0.03%	484
2013 Q2	$255K	Buy	+10,450	New	+$248K	0.03%	424

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

FDx Advisors's MS Position: Q1 2026 in Review

FDx Advisors reduced its Morgan Stanley (MS) stake by 2.2% in Q1 2026, selling an estimated $5.89K and leaving 1,492 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #156.

FDx Advisors first reported a position in MS in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.85M in Q4 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

FDx Advisors held 1,492 shares of Morgan Stanley worth $246K as of Q1 2026.
FDx Advisors sold 34 Morgan Stanley shares in Q1 2026, an estimated $5.89K.
Morgan Stanley made up 0.08% of FDx Advisors's portfolio in Q1 2026, its #156 holding.
FDx Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 48 quarters since.
FDx Advisors's Morgan Stanley position peaked at $4.85M in Q4 2021.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.