Focus Partners Advisor Solutions’s Morgan Stanley MS Stock Holding History

Focus Partners Advisor Solutions’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	$1.52M	Buy	9,218 +2,662	+41%	+$461K	0.02%	427
2025 Q4	$1.16M	Buy	6,556 +938	+17%	+$156K	0.01%	460
2025 Q3	$909K	Buy	+5,618	New	+$830K	0.01%	564
2025 Q2	–	Sell	-5,544	Closed	-$647K	–	1139
2025 Q1	$647K	Buy	5,544 +457	+9%	+$58.9K	0.01%	514
2024 Q4	$640K	Sell	5,087 -270	-5%	-$33.3K	0.01%	417
2024 Q3	$558K	Buy	5,357 +1,081	+25%	+$109K	0.01%	422
2024 Q2	$416K	Buy	4,276 +882	+26%	+$84K	0.01%	413
2024 Q1	$320K	Buy	3,394 +982	+41%	+$86.5K	0.01%	448
2023 Q4	$225K	Buy	+2,412	New	+$193K	0.01%	376

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

Focus Partners Advisor Solutions's MS Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Morgan Stanley (MS) stake by 41% in Q1 2026, buying an estimated $461K and bringing the position to 9,218 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #427.

Focus Partners Advisor Solutions first reported a position in MS in Q4 2023 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Focus Partners Advisor Solutions held 9,218 shares of Morgan Stanley worth $1.52M as of Q1 2026.
Focus Partners Advisor Solutions bought 2,662 Morgan Stanley shares in Q1 2026, an estimated $461K.
Morgan Stanley made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #427 holding.
Focus Partners Advisor Solutions first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.