Financial Network Wealth Advisors’s Morgan Stanley MS Stock Holding History

Financial Network Wealth 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	$59.2K	Sell	360 -25	-6%	-$4.33K	0.06%	244
2025 Q4	$68.3K	Buy	385 +2	+0.5%	+$334	0.07%	224
2025 Q3	$60.9K	Buy	383 +27	+8%	+$3.99K	0.07%	233
2025 Q2	$50.1K	Hold	356	–	–	0.06%	260
2025 Q1	$41.5K	Buy	356 +75	+27%	+$9.66K	0.05%	267
2024 Q4	$35.3K	Sell	281 -264	-48%	-$32.5K	0.07%	223
2024 Q3	$56.8K	Buy	545 +61	+13%	+$6.14K	0.05%	269
2024 Q2	$47K	Buy	+484	New	+$46.1K	0.04%	313

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 Network Wealth Advisors's MS Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Morgan Stanley (MS) stake by 6.5% in Q1 2026, selling an estimated $4.33K and leaving 360 shares worth $59.2K. The position accounts for 0.06% of the portfolio, ranked #244.

Financial Network Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $68.3K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Financial Network Wealth Advisors held 360 shares of Morgan Stanley worth $59.2K as of Q1 2026.
Financial Network Wealth Advisors sold 25 Morgan Stanley shares in Q1 2026, an estimated $4.33K.
Morgan Stanley made up 0.06% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #244 holding.
Financial Network Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Morgan Stanley position peaked at $68.3K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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