FFO
MS icon

Fiduciary Family Office’s Morgan Stanley MS Stock Holding History

Fiduciary Family Office’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 		$861K Buy
5,232
+2,470
+89% +$428K 0.25% 80
2025
Q4 		$490K Sell
2,762
-51
-2% -$8.51K 0.14% 112
2025
Q3 		$447K Sell
2,813
-851
-23% -$126K 0.13% 127
2025
Q2 		$516K Buy
3,664
+818
+29% +$100K 0.17% 119
2025
Q1 		$332K Buy
+2,846
New +$367K 0.11% 149
2024
Q4 		– Sell
-3,255
Closed -$339K – 188
2024
Q3 		$339K Sell
3,255
-41
-1% -$4.13K 0.11% 156
2024
Q2 		$320K Sell
3,296
-45
-1% -$4.28K 0.13% 157
2024
Q1 		$315K Buy
3,341
+972
+41% +$85.6K 0.12% 162
2023
Q4 		$221K Buy
+2,369
New +$190K 0.1% 204

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

Fiduciary Family Office's MS Position: Q1 2026 in Review

Fiduciary Family Office increased its Morgan Stanley (MS) stake by 89% in Q1 2026, buying an estimated $428K and bringing the position to 5,232 shares worth $861K. The position accounts for 0.25% of the portfolio, ranked #80.

Fiduciary Family Office first reported a position in MS in Q4 2023 and has held it in 9 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fiduciary Family Office held 5,232 shares of Morgan Stanley worth $861K as of Q1 2026.
  • Fiduciary Family Office bought 2,470 Morgan Stanley shares in Q1 2026, an estimated $428K.
  • Morgan Stanley made up 0.25% of Fiduciary Family Office's portfolio in Q1 2026, its #80 holding.
  • Fiduciary Family Office first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.