Financial Engines Advisors
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Financial Engines Advisors’s Morgan Stanley MS Stock Holding History

Financial Engines 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 		$1.23M Sell
7,474
-6,568
-47% -$1.14M ﹤0.01% 275
2025
Q4 		$2.49M Buy
14,042
+3,028
+27% +$505K ﹤0.01% 211
2025
Q3 		$1.75M Buy
11,014
+292
+3% +$43.1K ﹤0.01% 248
2025
Q2 		$1.51M Buy
10,722
+128
+1% +$15.7K ﹤0.01% 245
2025
Q1 		$1.24M Buy
10,594
+63
+0.6% +$8.12K ﹤0.01% 238
2024
Q4 		$1.32M Buy
10,531
+3,893
+59% +$479K ﹤0.01% 236
2024
Q3 		$692K Sell
6,638
-42
-0.6% -$4.23K ﹤0.01% 258
2024
Q2 		$649K Sell
6,680
-314
-4% -$29.9K ﹤0.01% 242
2024
Q1 		$659K Buy
+6,994
New +$616K ﹤0.01% 225
2021
Q4 		– Sell
-3,367
Closed -$327K – 292
2021
Q3 		$327K Buy
3,367
+164
+5% +$16.2K ﹤0.01% 205
2021
Q2 		$294K Sell
3,203
-345
-10% -$29.6K ﹤0.01% 179
2021
Q1 		$276K Buy
3,548
+180
+5% +$13.8K ﹤0.01% 222
2020
Q4 		$231K Buy
+3,368
New +$193K ﹤0.01% 236

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 Engines Advisors's MS Position: Q1 2026 in Review

Financial Engines Advisors reduced its Morgan Stanley (MS) stake by 47% in Q1 2026, selling an estimated $1.14M and leaving 7,474 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Financial Engines Advisors first reported a position in MS in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.49M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Financial Engines Advisors held 7,474 shares of Morgan Stanley worth $1.23M as of Q1 2026.
  • Financial Engines Advisors sold 6,568 Morgan Stanley shares in Q1 2026, an estimated $1.14M.
  • Morgan Stanley made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #275 holding.
  • Financial Engines Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 13 quarters since.
  • Financial Engines Advisors's Morgan Stanley position peaked at $2.49M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.