Fortis Advisors’s Morgan Stanley MS Stock Holding History

Fortis 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	$207K	Buy	1,260 +7	+0.6%	+$1.21K	0.1%	118
2025 Q4	$222K	Buy	+1,253	New	+$209K	0.12%	116
2023 Q2	–	Sell	-1,144	Closed	-$100K	–	188
2023 Q1	$100K	Buy	1,144 +9	+0.8%	+$840	0.07%	121
2022 Q4	$96.5K	Buy	1,135 +10	+0.9%	+$852	0.07%	117
2022 Q3	$89K	Buy	1,125 +9	+0.8%	+$759	0.06%	125
2022 Q2	$85K	Buy	1,116 +10	+0.9%	+$819	0.06%	139
2022 Q1	$97K	Buy	1,106 +7	+0.6%	+$675	0.05%	161
2021 Q4	$108K	Buy	1,099 +8	+0.7%	+$797	0.06%	135
2021 Q3	$106K	Buy	1,091 +7	+0.6%	+$694	0.06%	127
2021 Q2	$99K	Buy	1,084 +5	+0.5%	+$429	0.06%	139
2021 Q1	$84K	Buy	1,079 +5	+0.5%	+$383	0.06%	124
2020 Q4	$74K	Buy	+1,074	New	+$61.6K	0.07%	97

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

Fortis Advisors's MS Position: Q1 2026 in Review

Fortis Advisors increased its Morgan Stanley (MS) stake by 0.56% in Q1 2026, buying an estimated $1.21K and bringing the position to 1,260 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #118.

Fortis Advisors first reported a position in MS in Q4 2020 and has held it in 12 quarters since. The position peaked at $222K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fortis Advisors held 1,260 shares of Morgan Stanley worth $207K as of Q1 2026.
Fortis Advisors bought 7 Morgan Stanley shares in Q1 2026, an estimated $1.21K.
Morgan Stanley made up 0.1% of Fortis Advisors's portfolio in Q1 2026, its #118 holding.
Fortis Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 12 quarters since.
Fortis Advisors's Morgan Stanley position peaked at $222K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.