FourThought Financial Partners’s Morgan Stanley MS Stock Holding History

FourThought Financial Partners’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	$1.39M	Sell	8,451 -138	-2%	-$23.9K	0.12%	120
2025 Q4	$1.52M	Buy	8,589 +156	+2%	+$26K	0.13%	111
2025 Q3	$1.34M	Buy	8,433 +224	+3%	+$33.1K	0.12%	114
2025 Q2	$1.16M	Sell	8,209 -1,150	-12%	-$141K	0.11%	125
2025 Q1	$1.09M	Sell	9,359 -590	-6%	-$76K	0.11%	123
2024 Q4	$1.25M	Buy	+9,949	New	+$1.23M	0.13%	118
2024 Q2	–	Sell	-9,983	Closed	-$940K	–	272
2024 Q1	$940K	Sell	9,983 -296	-3%	-$26.1K	0.11%	136
2023 Q4	$959K	Sell	10,279 -291	-3%	-$23.3K	0.12%	131
2023 Q3	$863K	Sell	10,570 -845	-7%	-$73.4K	0.12%	130
2023 Q2	$975K	Sell	11,415 -625	-5%	-$53.5K	0.13%	122
2023 Q1	$1.06M	Sell	12,040 -731	-6%	-$68.2K	0.15%	120
2022 Q4	$1.09M	Buy	+12,771	New	+$1.09M	0.16%	117

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

FourThought Financial Partners's MS Position: Q1 2026 in Review

FourThought Financial Partners reduced its Morgan Stanley (MS) stake by 1.6% in Q1 2026, selling an estimated $23.9K and leaving 8,451 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #120.

FourThought Financial Partners first reported a position in MS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

FourThought Financial Partners held 8,451 shares of Morgan Stanley worth $1.39M as of Q1 2026.
FourThought Financial Partners sold 138 Morgan Stanley shares in Q1 2026, an estimated $23.9K.
Morgan Stanley made up 0.12% of FourThought Financial Partners's portfolio in Q1 2026, its #120 holding.
FourThought Financial Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Morgan Stanley position peaked at $1.52M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.