Fortis Capital Advisors’s Morgan Stanley MS Stock Holding History

Fortis Capital 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	$2.49M	Buy	15,124 +893	+6%	+$155K	0.33%	51
2025 Q4	$2.53M	Sell	14,231 -1,579	-10%	-$263K	0.37%	41
2025 Q3	$2.51M	Buy	+15,810	New	+$2.33M	0.4%	38
2023 Q2	–	Sell	-515	Closed	-$45.2K	–	431
2023 Q1	$45.2K	Buy	515 +6	+1%	+$560	0.02%	298
2022 Q4	$43.3K	Buy	+509	New	+$43.4K	0.03%	308

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 Capital Advisors's MS Position: Q1 2026 in Review

Fortis Capital Advisors increased its Morgan Stanley (MS) stake by 6.3% in Q1 2026, buying an estimated $155K and bringing the position to 15,124 shares worth $2.49M. The position accounts for 0.33% of the portfolio, ranked #51.

Fortis Capital Advisors first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.53M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fortis Capital Advisors held 15,124 shares of Morgan Stanley worth $2.49M as of Q1 2026.
Fortis Capital Advisors bought 893 Morgan Stanley shares in Q1 2026, an estimated $155K.
Morgan Stanley made up 0.33% of Fortis Capital Advisors's portfolio in Q1 2026, its #51 holding.
Fortis Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
Fortis Capital Advisors's Morgan Stanley position peaked at $2.53M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.