Founders Financial Alliance’s Morgan Stanley MS Stock Holding History

Founders Financial Alliance’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	$498K	Buy	3,024 +63	+2%	+$10.9K	0.09%	208
2025 Q4	$526K	Buy	2,961 +12	+0.4%	+$2K	0.1%	189
2025 Q3	$469K	Buy	2,949 +4	+0.1%	+$591	0.09%	209
2025 Q2	$415K	Sell	2,945 -292	-9%	-$35.9K	0.09%	207
2025 Q1	$378K	Buy	3,237 +1,349	+71%	+$174K	0.09%	219
2024 Q4	$237K	Buy	+1,888	New	+$233K	0.07%	253
2023 Q3	–	Sell	-2,393	Closed	-$204K	–	500
2023 Q2	$204K	Buy	+2,393	New	+$205K	0.08%	247
2020 Q4	–	Sell	-2,558	Closed	-$127K	–	934
2020 Q3	$127K	Buy	+2,558	New	+$129K	0.08%	218

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

Founders Financial Alliance's MS Position: Q1 2026 in Review

Founders Financial Alliance increased its Morgan Stanley (MS) stake by 2.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 3,024 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #208.

Founders Financial Alliance first reported a position in MS in Q3 2020 and has held it in 8 quarters since. The position peaked at $526K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Founders Financial Alliance held 3,024 shares of Morgan Stanley worth $498K as of Q1 2026.
Founders Financial Alliance bought 63 Morgan Stanley shares in Q1 2026, an estimated $10.9K.
Morgan Stanley made up 0.09% of Founders Financial Alliance's portfolio in Q1 2026, its #208 holding.
Founders Financial Alliance first reported a position in Morgan Stanley in Q3 2020 and has held it in 8 quarters since.
Founders Financial Alliance's Morgan Stanley position peaked at $526K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.