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First Foundation Advisors’s Morgan Stanley MS Stock Holding History

First Foundation 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
Q2 		$1.36M Buy
6,509
+517
+9% +$102K 0.05% 164
2026
Q1 		$986K Buy
5,992
+101
+2% +$17.5K 0.04% 183
2025
Q4 		$1.05M Sell
5,891
-143
-2% -$23.9K 0.04% 173
2025
Q3 		$959K Buy
6,034
+1,248
+26% +$184K 0.04% 184
2025
Q2 		$674K Sell
4,786
-750
-14% -$92.1K 0.03% 219
2025
Q1 		$646K Buy
5,536
+24
+0.4% +$3.09K 0.03% 203
2024
Q4 		$693K Sell
5,512
-1,226
-18% -$151K 0.03% 198
2024
Q3 		$702K Buy
6,738
+621
+10% +$62.5K 0.03% 199
2024
Q2 		$595K Sell
6,117
-404
-6% -$38.5K 0.02% 210
2024
Q1 		$614K Sell
6,521
-181
-3% -$15.9K 0.02% 205
2023
Q4 		$625K Sell
6,702
-3,393
-34% -$271K 0.03% 210
2023
Q3 		$824K Buy
10,095
+1,300
+15% +$113K 0.04% 190
2023
Q2 		$751K Buy
8,795
+422
+5% +$36.1K 0.03% 201
2023
Q1 		$735K Buy
8,373
+2,524
+43% +$236K 0.03% 199
2022
Q4 		$497K Buy
5,849
+488
+9% +$41.6K 0.02% 246
2022
Q3 		$424K Buy
5,361
+1,424
+36% +$120K 0.02% 250
2022
Q2 		$299K Sell
3,937
-365
-8% -$29.9K 0.01% 313
2022
Q1 		$376K Buy
4,302
+856
+25% +$82.6K 0.01% 301
2021
Q4 		$338K Buy
3,446
+783
+29% +$78K 0.01% 329
2021
Q3 		$259K Buy
2,663
+59
+2% +$5.85K 0.01% 367
2021
Q2 		$239K Buy
+2,604
New +$223K 0.01% 396
2017
Q2 		– Sell
-16,326
Closed -$699K – 324
2017
Q1 		$699K Buy
+16,326
New +$724K 0.04% 174

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Foundation Advisors's MS Position: Q2 2026 in Review

First Foundation Advisors increased its Morgan Stanley (MS) stake by 8.6% in Q2 2026, buying an estimated $102K and bringing the position to 6,509 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #164.

First Foundation Advisors first reported a position in MS in Q1 2017 and has held it in 22 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First Foundation Advisors held 6,509 shares of Morgan Stanley worth $1.36M as of Q2 2026.
  • First Foundation Advisors bought 517 Morgan Stanley shares in Q2 2026, an estimated $102K.
  • Morgan Stanley made up 0.05% of First Foundation Advisors's portfolio in Q2 2026, its #164 holding.
  • First Foundation Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 22 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.