First Command Advisory Services’s Morgan Stanley MS Stock Holding History

First Command Advisory Services’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	$57.3K	Buy	348 +280	+412%	+$48.5K	﹤0.01%	332
2025 Q4	$12.1K	Buy	+68	New	+$11.3K	﹤0.01%	457
2024 Q3	–	Sell	-62	Closed	-$6.03K	–	517
2024 Q2	$6.03K	Buy	62 +46	+288%	+$4.38K	﹤0.01%	386
2024 Q1	$188	Sell	16 -28	-64%	-$2.47K	﹤0.01%	550
2023 Q4	$4.1K	Buy	+44	New	+$3.52K	﹤0.01%	399
2022 Q1	–	Sell	-18	Closed	-$2K	–	86
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	25
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	40
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	24
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	18
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	25
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	44
2020 Q2	$1K	Buy	+18	New	+$756	﹤0.01%	21

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 Command Advisory Services's MS Position: Q1 2026 in Review

First Command Advisory Services increased its Morgan Stanley (MS) stake by 412% in Q1 2026, buying an estimated $48.5K and bringing the position to 348 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

First Command Advisory Services first reported a position in MS in Q2 2020 and has held it in 12 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

First Command Advisory Services held 348 shares of Morgan Stanley worth $57.3K as of Q1 2026.
First Command Advisory Services bought 280 Morgan Stanley shares in Q1 2026, an estimated $48.5K.
Morgan Stanley made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #332 holding.
First Command Advisory Services first reported a position in Morgan Stanley in Q2 2020 and has held it in 12 quarters since.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.