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Frazier Financial Advisors’s Morgan Stanley MS Stock Holding History

Frazier Financial 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 		$35.7K Buy
217
+108
+99% +$18.7K 0.02% 230
2025
Q4 		$19.4K Sell
109
-3
-3% -$500 0.01% 281
2025
Q3 		$17.8K Buy
112
+3
+3% +$443 0.01% 281
2025
Q2 		$15.4K Hold
109
– – 0.01% 295
2025
Q1 		$12.7K Hold
109
– – 0.01% 297
2024
Q4 		$13.7K Sell
109
-26
-19% -$3.2K 0.01% 291
2024
Q3 		$14.1K Buy
135
+22
+19% +$2.22K 0.01% 308
2024
Q2 		$11K Hold
113
– – 0.01% 418
2024
Q1 		$10.6K Buy
113
+4
+4% +$352 0.01% 400
2023
Q4 		$10.2K Buy
+109
New +$8.72K 0.01% 343

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

Frazier Financial Advisors's MS Position: Q1 2026 in Review

Frazier Financial Advisors increased its Morgan Stanley (MS) stake by 99% in Q1 2026, buying an estimated $18.7K and bringing the position to 217 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #230.

Frazier Financial Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Frazier Financial Advisors held 217 shares of Morgan Stanley worth $35.7K as of Q1 2026.
  • Frazier Financial Advisors bought 108 Morgan Stanley shares in Q1 2026, an estimated $18.7K.
  • Morgan Stanley made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #230 holding.
  • Frazier Financial Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.