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Foster & Motley’s Morgan Stanley MS Stock Holding History

Foster & Motley’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 		$1.69M Sell
10,275
-316
-3% -$54.7K 0.09% 184
2025
Q4 		$1.88M Sell
10,591
-968
-8% -$161K 0.1% 167
2025
Q3 		$1.84M Sell
11,559
-453
-4% -$66.9K 0.1% 174
2025
Q2 		$1.69M Sell
12,012
-896
-7% -$110K 0.1% 184
2025
Q1 		$1.51M Sell
12,908
-1,172
-8% -$151K 0.09% 185
2024
Q4 		$1.77M Sell
14,080
-1,052
-7% -$130K 0.12% 167
2024
Q3 		$1.58M Sell
15,132
-928
-6% -$93.5K 0.1% 179
2024
Q2 		$1.56M Sell
16,060
-600
-4% -$57.1K 0.11% 169
2024
Q1 		$1.57M Sell
16,660
-3,142
-16% -$277K 0.11% 172
2023
Q4 		$1.85M Sell
19,802
-7,926
-29% -$634K 0.14% 149
2023
Q3 		$2.27M Sell
27,728
-935
-3% -$81.2K 0.19% 135
2023
Q2 		$2.45M Buy
28,663
+11
+0% +$941 0.19% 146
2023
Q1 		$2.52M Buy
28,652
+3,561
+14% +$332K 0.2% 130
2022
Q4 		$2.13M Sell
25,091
-6,118
-20% -$521K 0.18% 144
2022
Q3 		$2.47M Sell
31,209
-2,834
-8% -$239K 0.23% 119
2022
Q2 		$2.59M Sell
34,043
-1,302
-4% -$107K 0.23% 119
2022
Q1 		$3.09M Buy
35,345
+5,331
+18% +$514K 0.24% 105
2021
Q4 		$2.95M Sell
30,014
-51
-0.2% -$5.08K 0.23% 106
2021
Q3 		$2.93M Sell
30,065
-1,201
-4% -$119K 0.24% 105
2021
Q2 		$2.87M Buy
31,266
+1,760
+6% +$151K 0.24% 109
2021
Q1 		$2.29M Buy
29,506
+10,730
+57% +$822K 0.19% 116
2020
Q4 		$1.29M Buy
18,776
+12,015
+178% +$689K 0.12% 151
2020
Q3 		$327K Buy
+6,761
New +$341K 0.04% 225

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

Foster & Motley's MS Position: Q1 2026 in Review

Foster & Motley reduced its Morgan Stanley (MS) stake by 3% in Q1 2026, selling an estimated $54.7K and leaving 10,275 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #184.

Foster & Motley first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.09M in Q1 2022. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Foster & Motley held 10,275 shares of Morgan Stanley worth $1.69M as of Q1 2026.
  • Foster & Motley sold 316 Morgan Stanley shares in Q1 2026, an estimated $54.7K.
  • Morgan Stanley made up 0.09% of Foster & Motley's portfolio in Q1 2026, its #184 holding.
  • Foster & Motley first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Foster & Motley's Morgan Stanley position peaked at $3.09M in Q1 2022.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.