Financial Gravity Asset Management’s Morgan Stanley MS Stock Holding History

Financial Gravity Asset Management’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	$2.47K	Buy	+15	New	+$2.6K	﹤0.01%	704
2025 Q4	–	Sell	-87	Closed	-$13.9K	–	867
2025 Q3	$13.9K	Buy	+87	New	+$12.8K	﹤0.01%	507
2024 Q2	$1.26K	Sell	13 -19	-59%	-$1.81K	﹤0.01%	797
2024 Q1	$2.99K	Sell	32 -229	-88%	-$20.2K	﹤0.01%	988
2023 Q4	$735K	Buy	261 +13	+5%	+$1.04K	0.01%	415
2023 Q3	$734K	Buy	248 +150	+153%	+$13K	0.01%	402
2023 Q2	$1.92K	Buy	98 +10	+11%	+$855	0.01%	651
2023 Q1	$3.27K	Buy	88 +3	+4%	+$280	0.1%	231
2022 Q4	$1.74K	Sell	85 -1,179	-93%	-$100K	0.01%	566
2022 Q3	$3.06K	Sell	1,264 -104	-8%	-$8.77K	0.1%	205
2022 Q2	$3.03K	Sell	1,368 -198	-13%	-$16.2K	0.09%	214
2022 Q1	$3.12K	Sell	1,566 -688	-31%	-$66.4K	0.09%	199
2021 Q4	$5.12K	Buy	2,254 +2,201	+4,153%	+$219K	0.12%	210
2021 Q3	$97K	Hold	53	–	–	0.05%	362
2021 Q2	$92K	Sell	53 -4	-7%	-$343	0.03%	370
2021 Q1	$4.45K	Buy	57 +43	+307%	+$3.29K	0.09%	154
2020 Q4	$1K	Buy	+14	New	+$803	﹤0.01%	426
2018 Q3	$0	Sell	5 -1,229	-100%	-$60K	﹤0.01%	1531
2018 Q2	$60K	Buy	+1,234	New	+$64.5K	0.06%	284

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

Financial Gravity Asset Management's MS Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Morgan Stanley (MS) in Q1 2026: 15 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MS as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in MS in Q2 2018 and has held it in 19 quarters since. The position peaked at $735K in Q4 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Financial Gravity Asset Management held 15 shares of Morgan Stanley worth $2.47K as of Q1 2026.
Morgan Stanley was a new Financial Gravity Asset Management position in Q1 2026.
Morgan Stanley made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #704 holding.
Financial Gravity Asset Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's Morgan Stanley position peaked at $735K in Q4 2023.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.