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 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 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 National Advisers's MS Position: Q1 2026 in Review

First National Advisers reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $586K and leaving 22,839 shares worth $3.76M. The position accounts for 0.55% of the portfolio, ranked #43.

First National Advisers first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.17M in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

First National Advisers held 22,839 shares of Morgan Stanley worth $3.76M as of Q1 2026.
First National Advisers sold 3,385 Morgan Stanley shares in Q1 2026, an estimated $586K.
Morgan Stanley made up 0.55% of First National Advisers's portfolio in Q1 2026, its #43 holding.
First National Advisers first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Morgan Stanley position peaked at $5.17M in Q3 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.