Fiduciary Group’s Morgan Stanley MS Stock Holding History

Fiduciary 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	$403K	Sell	2,446 -99	-4%	-$17.1K	0.03%	235
2025 Q4	$452K	Sell	2,545 -60	-2%	-$10K	0.04%	217
2025 Q3	$414K	Buy	+2,605	New	+$385K	0.04%	224
2023 Q2	–	Sell	-2,554	Closed	-$224K	–	243
2023 Q1	$224K	Buy	+2,554	New	+$238K	0.03%	221
2022 Q4	–	Sell	-2,460	Closed	-$218K	–	232
2022 Q3	$218K	Sell	2,460 -4	-0.2%	-$337	0.03%	226
2022 Q2	$222K	Buy	+2,464	New	+$202K	0.03%	224
2022 Q1	–	Sell	-2,181	Closed	-$214K	–	237
2021 Q4	$214K	Hold	2,181	–	–	0.02%	225
2021 Q3	$226K	Sell	2,181 -189	-8%	-$18.7K	0.03%	225
2021 Q2	$228K	Buy	+2,370	New	+$203K	0.03%	220
2020 Q4	–	Sell	-7,195	Closed	-$348K	–	222
2020 Q3	$348K	Buy	7,195 +198	+3%	+$9.97K	0.05%	158
2020 Q2	$338K	Hold	6,997	–	–	0.06%	152
2020 Q1	$238K	Hold	6,997	–	–	0.05%	152
2019 Q4	$358K	Hold	6,997	–	–	0.06%	154
2019 Q3	$299K	Buy	6,997 +400	+6%	+$17.1K	0.05%	162
2019 Q2	$289K	Hold	6,597	–	–	0.05%	161
2019 Q1	$278K	Buy	6,597 +1,477	+29%	+$62.2K	0.05%	155
2018 Q4	$203K	Hold	5,120	–	–	0.04%	165
2018 Q3	$238K	Hold	5,120	–	–	0.05%	165
2018 Q2	$243K	Hold	5,120	–	–	0.05%	157
2018 Q1	$276K	Hold	5,120	–	–	0.06%	148
2017 Q4	$269K	Hold	5,120	–	–	0.06%	150
2017 Q3	$247K	Hold	5,120	–	–	0.06%	155
2017 Q2	$228K	Hold	5,120	–	–	0.05%	164
2017 Q1	$219K	Hold	5,120	–	–	0.05%	166
2016 Q4	$216K	Buy	+5,120	New	+$194K	0.06%	165
2015 Q3	–	Sell	-6,845	Closed	-$266K	–	192
2015 Q2	$266K	Buy	+6,845	New	+$260K	0.08%	169

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

Fiduciary Group's MS Position: Q1 2026 in Review

Fiduciary Group reduced its Morgan Stanley (MS) stake by 3.9% in Q1 2026, selling an estimated $17.1K and leaving 2,446 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #235.

Fiduciary Group first reported a position in MS in Q2 2015 and has held it in 26 quarters since. The position peaked at $452K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fiduciary Group held 2,446 shares of Morgan Stanley worth $403K as of Q1 2026.
Fiduciary Group sold 99 Morgan Stanley shares in Q1 2026, an estimated $17.1K.
Morgan Stanley made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #235 holding.
Fiduciary Group first reported a position in Morgan Stanley in Q2 2015 and has held it in 26 quarters since.
Fiduciary Group's Morgan Stanley position peaked at $452K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.