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First National Advisers’s Morgan Stanley MS Stock Holding History

First National Advisers’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 		$4.5M Sell
21,543
-1,296
-6% -$257K 0.63% 32
2026
Q1 		$3.76M Sell
22,839
-3,385
-13% -$586K 0.55% 43
2025
Q4 		$4.66M Sell
26,224
-6,315
-19% -$1.05M 0.64% 32
2025
Q3 		$5.17M Buy
32,539
+714
+2% +$105K 0.7% 32
2025
Q2 		$4.48M Buy
31,825
+476
+2% +$58.5K 0.66% 36
2025
Q1 		$3.66M Sell
31,349
-5,140
-14% -$662K 0.59% 49
2024
Q4 		$4.59M Buy
36,489
+1,557
+4% +$192K 0.74% 33
2024
Q3 		$3.64M Buy
34,932
+2,217
+7% +$223K 0.58% 48
2024
Q2 		$3.18M Buy
32,715
+16,160
+98% +$1.54M 0.58% 53
2024
Q1 		$1.52M Buy
16,555
+3,230
+24% +$284K 0.34% 97
2023
Q4 		$1.24M Buy
13,325
+4,787
+56% +$383K 0.36% 89
2023
Q3 		$697K Buy
8,538
+3,557
+71% +$309K 0.31% 103
2023
Q2 		$425K Sell
4,981
-1,481
-23% -$127K 0.39% 79
2023
Q1 		$567K Buy
6,462
+27
+0.4% +$2.52K 0.64% 61
2022
Q4 		$547K Buy
6,435
+667
+12% +$56.8K 0.7% 58
2022
Q3 		$456K Buy
5,768
+1,534
+36% +$129K 0.68% 54
2022
Q2 		$322K Buy
+4,234
New +$347K 0.67% 62

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 National Advisers's MS Position: Q2 2026 in Review

First National Advisers reduced its Morgan Stanley (MS) stake by 5.7% in Q2 2026, selling an estimated $257K and leaving 21,543 shares worth $4.5M. The position accounts for 0.63% of the portfolio, ranked #32.

First National Advisers first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.17M in Q3 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • First National Advisers held 21,543 shares of Morgan Stanley worth $4.5M as of Q2 2026.
  • First National Advisers sold 1,296 Morgan Stanley shares in Q2 2026, an estimated $257K.
  • Morgan Stanley made up 0.63% of First National Advisers's portfolio in Q2 2026, its #32 holding.
  • First National Advisers first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's Morgan Stanley position peaked at $5.17M in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.