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Financial Council’s Morgan Stanley MS Stock Holding History

Financial Council’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 		$254K Hold
1,543
– – 0.1% 84
2025
Q4 		$274K Hold
1,543
– – 0.11% 72
2025
Q3 		$245K Hold
1,543
– – 0.11% 79
2025
Q2 		$217K Buy
+1,543
New +$190K 0.1% 87

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

Financial Council's MS Position: Q1 2026 in Review

Financial Council held its Morgan Stanley (MS) position steady in Q1 2026 at 1,543 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #84.

Financial Council first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Financial Council held 1,543 shares of Morgan Stanley worth $254K as of Q1 2026.
  • Financial Council left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.1% of Financial Council's portfolio in Q1 2026, its #84 holding.
  • Financial Council first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Financial Council's Morgan Stanley position peaked at $274K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.