First Affirmative Financial Network’s Morgan Stanley MS Stock Holding History

First Affirmative Financial Network’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	$481K	Buy	+2,926	New	+$507K	0.19%	135
2025 Q3	$367K	Buy	2,311 +61	+3%	+$9.01K	0.17%	145
2025 Q2	$317K	Buy	+2,250	New	+$276K	0.16%	162
2025 Q1	–	Sell	-1,811	Closed	-$228K	–	286
2024 Q4	$228K	Sell	1,811 -593	-25%	-$73K	0.13%	212
2024 Q3	$251K	Sell	2,404 -427	-15%	-$43K	0.14%	207
2024 Q2	$275K	Sell	2,831 -330	-10%	-$31.4K	0.19%	168
2024 Q1	$298K	Sell	3,161 -160	-5%	-$14.1K	0.22%	154
2023 Q4	$310K	Sell	3,321 -39	-1%	-$3.12K	0.25%	135
2023 Q3	$274K	Buy	3,360 +1,018	+43%	+$88.4K	0.27%	121
2023 Q2	$200K	Buy	+2,342	New	+$200K	0.2%	172
2023 Q1	–	Sell	-3,058	Closed	-$260K	–	170
2022 Q4	$260K	Buy	3,058 +272	+10%	+$23.2K	0.31%	101
2022 Q3	$220K	Buy	+2,786	New	+$235K	0.28%	113
2022 Q2	–	Sell	-2,322	Closed	-$203K	–	151
2022 Q1	$203K	Buy	2,322 +116	+5%	+$11.2K	0.19%	150
2021 Q4	$217K	Sell	2,206 -155	-7%	-$15.4K	0.2%	149
2021 Q3	$230K	Buy	+2,361	New	+$234K	0.24%	131

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

First Affirmative Financial Network's MS Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Morgan Stanley (MS) in Q1 2026: 2,926 shares worth $481K. The stake represents 0.19% of the portfolio and ranks #135 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MS as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MS in Q3 2021 and has held it in 15 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

First Affirmative Financial Network held 2,926 shares of Morgan Stanley worth $481K as of Q1 2026.
Morgan Stanley was a new First Affirmative Financial Network position in Q1 2026.
Morgan Stanley made up 0.19% of First Affirmative Financial Network's portfolio in Q1 2026, its #135 holding.
First Affirmative Financial Network first reported a position in Morgan Stanley in Q3 2021 and has held it in 15 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.