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Foundations Investment Advisors’s Morgan Stanley MS Stock Holding History

Foundations Investment 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 		$57.6M Buy
349,847
+32,657
+10% +$5.65M 0.71% 35
2025
Q4 		$56.3M Buy
317,190
+30,616
+11% +$5.11M 0.74% 35
2025
Q3 		$45.6M Buy
286,574
+21,702
+8% +$3.2M 0.66% 38
2025
Q2 		$37.3M Buy
264,872
+34,524
+15% +$4.24M 0.59% 49
2025
Q1 		$26.9M Buy
230,348
+158,403
+220% +$20.4M 0.5% 54
2024
Q4 		$9.04M Buy
71,945
+10,565
+17% +$1.3M 0.17% 116
2024
Q3 		$6.4M Buy
61,380
+8,610
+16% +$867K 0.13% 138
2024
Q2 		$5.13M Sell
52,770
-3,861
-7% -$368K 0.12% 133
2024
Q1 		$5.33M Sell
56,631
-2,752
-5% -$242K 0.14% 134
2023
Q4 		$5.16M Buy
59,383
+953
+2% +$76.2K 0.14% 119
2023
Q3 		$4.77M Buy
58,430
+3,538
+6% +$307K 0.15% 117
2023
Q2 		$4.69M Buy
54,892
+10,905
+25% +$933K 0.16% 94
2023
Q1 		$3.86M Buy
43,987
+6,525
+17% +$609K 0.14% 102
2022
Q4 		$3.18M Buy
37,462
+21,047
+128% +$1.79M 0.13% 88
2022
Q3 		$1.3M Buy
16,415
+4,681
+40% +$395K 0.06% 132
2022
Q2 		$885K Buy
11,734
+8,228
+235% +$674K 0.04% 164
2022
Q1 		$297K Buy
3,506
+119
+4% +$11.5K 0.01% 273
2021
Q4 		$349K Hold
3,387
– – 0.01% 249
2021
Q3 		$336K Sell
3,387
-1,863
-35% -$185K 0.01% 238
2021
Q2 		$474K Buy
5,250
+2,040
+64% +$175K 0.02% 171
2021
Q1 		$254K Buy
3,210
+61
+2% +$4.67K 0.01% 193
2020
Q4 		$237K Buy
+3,149
New +$181K 0.02% 165

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

Foundations Investment Advisors's MS Position: Q1 2026 in Review

Foundations Investment Advisors increased its Morgan Stanley (MS) stake by 10% in Q1 2026, buying an estimated $5.65M and bringing the position to 349,847 shares worth $57.6M. The position accounts for 0.71% of the portfolio, ranked #35.

Foundations Investment Advisors first reported a position in MS in Q4 2020 and has held it in 22 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Foundations Investment Advisors held 349,847 shares of Morgan Stanley worth $57.6M as of Q1 2026.
  • Foundations Investment Advisors bought 32,657 Morgan Stanley shares in Q1 2026, an estimated $5.65M.
  • Morgan Stanley made up 0.71% of Foundations Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Foundations Investment Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.