Forvis Mazars Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $906K | Buy |
5,506
+388
| +8% | +$67.2K | 0.02% | 220 |
|
|
2025
Q4 | $909K | Buy |
5,118
+241
| +5% | +$40.2K | 0.02% | 217 |
|
|
2025
Q3 | $775K | Sell |
4,877
-154
| -3% | -$22.7K | 0.02% | 230 |
|
|
2025
Q2 | $709K | Sell |
5,031
-77
| -2% | -$9.46K | 0.02% | 240 |
|
|
2025
Q1 | $596K | Sell |
5,108
-1
| -0% | -$129 | 0.01% | 258 |
|
|
2024
Q4 | $642K | Buy |
5,109
+3
| +0.1% | +$369 | 0.01% | 274 |
|
|
2024
Q3 | $532K | Buy |
5,106
+133
| +3% | +$13.4K | 0.01% | 308 |
|
|
2024
Q2 | $483K | Sell |
4,973
-145
| -3% | -$13.8K | 0.01% | 298 |
|
|
2024
Q1 | $482K | Buy |
5,118
+1,442
| +39% | +$127K | 0.01% | 300 |
|
|
2023
Q4 | $343K | Sell |
3,676
-3,495
| -49% | -$280K | 0.01% | 323 |
|
|
2023
Q3 | $586K | Sell |
7,171
-647
| -8% | -$56.2K | 0.02% | 249 |
|
|
2023
Q2 | $668K | Buy |
7,818
+1,950
| +33% | +$167K | 0.02% | 249 |
|
|
2023
Q1 | $515K | Buy |
5,868
+477
| +9% | +$44.5K | 0.02% | 266 |
|
|
2022
Q4 | $458K | Sell |
5,391
-40
| -0.7% | -$3.41K | 0.02% | 274 |
|
|
2022
Q3 | $429K | Hold |
5,431
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $413K | Buy |
+5,431
| New | +$445K | 0.02% | 275 |
|
|
2021
Q1 | – | Sell |
-14,694
| Closed | -$1.01M | – | 328 |
|
|
2020
Q4 | $1.01M | Buy |
14,694
+2,408
| +20% | +$138K | 0.05% | 152 |
|
|
2020
Q3 | $594K | Buy |
12,286
+422
| +4% | +$21.3K | 0.03% | 186 |
|
|
2020
Q2 | $573K | Sell |
11,864
-1,819
| -13% | -$76.4K | 0.04% | 178 |
|
|
2020
Q1 | $465K | Sell |
13,683
-123
| -0.9% | -$5.79K | 0.04% | 179 |
|
|
2019
Q4 | $706K | Buy |
13,806
+533
| +4% | +$25.2K | 0.05% | 150 |
|
|
2019
Q3 | $566K | Sell |
13,273
-77
| -0.6% | -$3.29K | 0.05% | 154 |
|
|
2019
Q2 | $585K | Sell |
13,350
-201
| -1% | -$8.96K | 0.05% | 149 |
|
|
2019
Q1 | $572K | Sell |
13,551
-30
| -0.2% | -$1.26K | 0.05% | 150 |
|
|
2018
Q4 | $538K | Buy |
13,581
+1,446
| +12% | +$63.1K | 0.06% | 131 |
|
|
2018
Q3 | $565K | Sell |
12,135
-74
| -0.6% | -$3.61K | 0.05% | 135 |
|
|
2018
Q2 | $579K | Sell |
12,209
-511
| -4% | -$26.7K | 0.06% | 130 |
|
|
2018
Q1 | $686K | Sell |
12,720
-1,701
| -12% | -$94.2K | 0.07% | 117 |
|
|
2017
Q4 | $757K | Buy |
14,421
+1,497
| +12% | +$75.7K | 0.08% | 111 |
|
|
2017
Q3 | $623K | Sell |
12,924
-59
| -0.5% | -$2.74K | 0.07% | 118 |
|
|
2017
Q2 | $579K | Buy |
12,983
+2,589
| +25% | +$112K | 0.07% | 126 |
|
|
2017
Q1 | $445K | Buy |
10,394
+928
| +10% | +$41.2K | 0.05% | 134 |
|
|
2016
Q4 | $400K | Buy |
+9,466
| New | +$358K | 0.05% | 138 |
|
Other funds holding MS
VCM
VPM
Forvis Mazars Wealth Advisors's MS Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Morgan Stanley (MS) stake by 7.6% in Q1 2026, buying an estimated $67.2K and bringing the position to 5,506 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #220.
Forvis Mazars Wealth Advisors first reported a position in MS in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.01M in Q4 2020. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Forvis Mazars Wealth Advisors held 5,506 shares of Morgan Stanley worth $906K as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 388 Morgan Stanley shares in Q1 2026, an estimated $67.2K.
- Morgan Stanley made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #220 holding.
- Forvis Mazars Wealth Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 33 quarters since.
- Forvis Mazars Wealth Advisors's Morgan Stanley position peaked at $1.01M in Q4 2020.
- 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.