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Fort Sheridan Advisors’s Morgan Stanley MS Stock Holding History

Fort Sheridan 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 		$894K Buy
5,433
+72
+1% +$12.5K 0.11% 127
2025
Q4 		$952K Buy
5,361
+1
+0% +$167 0.12% 114
2025
Q3 		$852K Buy
5,360
+103
+2% +$15.2K 0.11% 119
2025
Q2 		$741K Buy
5,257
+1
+0% +$123 0.11% 123
2025
Q1 		$613K Buy
5,256
+114
+2% +$14.7K 0.09% 135
2024
Q4 		$646K Buy
5,142
+1,401
+37% +$173K 0.09% 135
2024
Q3 		$390K Buy
3,741
+1,052
+39% +$106K 0.06% 180
2024
Q2 		$261K Buy
2,689
+42
+2% +$4K 0.04% 201
2024
Q1 		$249K Buy
2,647
+302
+13% +$26.6K 0.05% 171
2023
Q4 		$219K Buy
+2,345
New +$188K 0.04% 180
2023
Q1 		– Sell
-2,512
Closed -$214K – 197
2022
Q4 		$214K Sell
2,512
-398
-14% -$33.9K 0.07% 171
2022
Q3 		$230K Buy
2,910
+52
+2% +$4.38K 0.08% 160
2022
Q2 		$217K Sell
2,858
-478
-14% -$39.2K 0.07% 165
2022
Q1 		$292K Buy
3,336
+527
+19% +$50.8K 0.09% 148
2021
Q4 		$276K Buy
2,809
+740
+36% +$73.7K 0.08% 160
2021
Q3 		$201K Buy
+2,069
New +$205K 0.07% 176

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

Fort Sheridan Advisors's MS Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Morgan Stanley (MS) stake by 1.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 5,433 shares worth $894K. The position accounts for 0.11% of the portfolio, ranked #127.

Fort Sheridan Advisors first reported a position in MS in Q3 2021 and has held it in 16 quarters since. The position peaked at $952K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fort Sheridan Advisors held 5,433 shares of Morgan Stanley worth $894K as of Q1 2026.
  • Fort Sheridan Advisors bought 72 Morgan Stanley shares in Q1 2026, an estimated $12.5K.
  • Morgan Stanley made up 0.11% of Fort Sheridan Advisors's portfolio in Q1 2026, its #127 holding.
  • Fort Sheridan Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 16 quarters since.
  • Fort Sheridan Advisors's Morgan Stanley position peaked at $952K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.