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Fortem Financial Group’s Morgan Stanley MS Stock Holding History

Fortem Financial Group’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 		$722K Sell
4,388
-220
-5% -$38.1K 0.18% 104
2025
Q4 		$818K Sell
4,608
-71
-2% -$11.8K 0.22% 86
2025
Q3 		$744K Buy
4,679
+31
+0.7% +$4.58K 0.21% 88
2025
Q2 		$655K Sell
4,648
-10
-0.2% -$1.23K 0.21% 99
2025
Q1 		$543K Buy
4,658
+477
+11% +$61.5K 0.21% 118
2024
Q4 		$526K Hold
4,181
– – 0.2% 115
2024
Q3 		$436K Buy
4,181
+253
+6% +$25.5K 0.18% 124
2024
Q2 		$382K Sell
3,928
-300
-7% -$28.6K 0.16% 125
2024
Q1 		$398K Buy
4,228
+620
+17% +$54.6K 0.17% 128
2023
Q4 		$336K Sell
3,608
-770
-18% -$61.6K 0.17% 131
2023
Q3 		$358K Sell
4,378
-424
-9% -$36.8K 0.21% 118
2023
Q2 		$410K Buy
4,802
+1,144
+31% +$97.8K 0.24% 106
2023
Q1 		$321K Sell
3,658
-384
-10% -$35.8K 0.21% 115
2022
Q4 		$344K Buy
4,042
+50
+1% +$4.26K 0.2% 126
2022
Q3 		$315K Sell
3,992
-1,069
-21% -$90.1K 0.22% 124
2022
Q2 		$385K Sell
5,061
-5,217
-51% -$427K 0.25% 120
2022
Q1 		$898K Buy
10,278
+3,012
+41% +$291K 0.39% 89
2021
Q4 		$713K Sell
7,266
-1,895
-21% -$189K 0.33% 100
2021
Q3 		$891K Buy
9,161
+5,004
+120% +$496K 0.45% 82
2021
Q2 		$381K Buy
4,157
+1,540
+59% +$132K 0.19% 129
2021
Q1 		$203K Buy
2,617
+1,329
+103% +$102K 0.12% 156
2020
Q4 		$88K Buy
+1,288
New +$73.9K 0.05% 189

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

Fortem Financial Group's MS Position: Q1 2026 in Review

Fortem Financial Group reduced its Morgan Stanley (MS) stake by 4.8% in Q1 2026, selling an estimated $38.1K and leaving 4,388 shares worth $722K. The position accounts for 0.18% of the portfolio, ranked #104.

Fortem Financial Group first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $898K in Q1 2022. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fortem Financial Group held 4,388 shares of Morgan Stanley worth $722K as of Q1 2026.
  • Fortem Financial Group sold 220 Morgan Stanley shares in Q1 2026, an estimated $38.1K.
  • Morgan Stanley made up 0.18% of Fortem Financial Group's portfolio in Q1 2026, its #104 holding.
  • Fortem Financial Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Fortem Financial Group's Morgan Stanley position peaked at $898K in Q1 2022.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.