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Florida Financial Advisors’s Morgan Stanley MS Stock Holding History

Florida Financial 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
Q1 		$412K Buy
2,504
+336
+15% +$58.2K 0.1% 192
2025
Q4 		$381K Buy
2,168
+329
+18% +$54.9K 0.1% 177
2025
Q3 		$293K Sell
1,839
-231
-11% -$34.1K 0.09% 201
2025
Q2 		$292K Sell
2,070
-219
-10% -$26.9K 0.1% 207
2025
Q1 		$267K Buy
2,289
+428
+23% +$55.1K 0.11% 195
2024
Q4 		$234K Buy
+1,861
New +$229K 0.1% 171

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Florida Financial Advisors's MS Position: Q1 2026 in Review

Florida Financial Advisors increased its Morgan Stanley (MS) stake by 15% in Q1 2026, buying an estimated $58.2K and bringing the position to 2,504 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #192.

Florida Financial Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Florida Financial Advisors held 2,504 shares of Morgan Stanley worth $412K as of Q1 2026.
  • Florida Financial Advisors bought 336 Morgan Stanley shares in Q1 2026, an estimated $58.2K.
  • Morgan Stanley made up 0.1% of Florida Financial Advisors's portfolio in Q1 2026, its #192 holding.
  • Florida Financial Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.