FCG
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Financial Connections Group’s Morgan Stanley MS Stock Holding History

Financial Connections 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 		$4K Hold
28
– – ﹤0.01% 224
2025
Q4 		$4K Buy
+28
New +$4.67K ﹤0.01% 203

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Financial Connections Group held its Morgan Stanley (MS) position steady in Q1 2026 at 28 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Financial Connections Group first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,509 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Financial Connections Group held 28 shares of Morgan Stanley worth $4K as of Q1 2026.
  • Financial Connections Group left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #224 holding.
  • Financial Connections Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.