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Frisch Financial Group’s Morgan Stanley MS Stock Holding History

Frisch Financial Group’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 		$631K Buy
3,836
+86
+2% +$14.9K 0.13% 87
2025
Q4 		$666K Sell
3,750
-38
-1% -$6.34K 0.15% 76
2025
Q3 		$602K Buy
3,788
+24
+0.6% +$3.54K 0.14% 84
2025
Q2 		$530K Buy
3,764
+24
+0.6% +$2.95K 0.13% 86
2025
Q1 		$436K Buy
3,740
+48
+1% +$6.18K 0.12% 81
2024
Q4 		$464K Sell
3,692
-139
-4% -$17.1K 0.14% 76
2024
Q3 		$399K Buy
3,831
+233
+6% +$23.5K 0.12% 78
2024
Q2 		$350K Buy
3,598
+2
+0.1% +$190 0.11% 92
2024
Q1 		$339K Sell
3,596
-54
-1% -$4.75K 0.11% 85
2023
Q4 		$340K Buy
3,650
+13
+0.4% +$1.04K 0.13% 86
2023
Q3 		$297K Sell
3,637
-15
-0.4% -$1.3K 0.12% 91
2023
Q2 		$312K Sell
3,652
-575
-14% -$49.2K 0.15% 83
2023
Q1 		$371K Buy
4,227
+37
+0.9% +$3.45K 0.14% 85
2022
Q4 		$356K Buy
4,190
+29
+0.7% +$2.47K 0.13% 90
2022
Q3 		$329K Buy
4,161
+208
+5% +$17.5K 0.14% 81
2022
Q2 		$301K Sell
3,953
-47
-1% -$3.85K 0.12% 89
2022
Q1 		$350K Sell
4,000
-1,358
-25% -$131K 0.11% 99
2021
Q4 		$526K Buy
5,358
+156
+3% +$15.5K 0.16% 78
2021
Q3 		$506K Sell
5,202
-20
-0.4% -$1.98K 0.17% 72
2021
Q2 		$479K Sell
5,222
-355
-6% -$30.4K 0.15% 78
2021
Q1 		$433K Buy
5,577
+895
+19% +$68.6K 0.15% 78
2020
Q4 		$321K Buy
+4,682
New +$269K 0.12% 90
2020
Q1 		– Sell
-4,412
Closed -$226K – 116
2019
Q4 		$226K Buy
+4,412
New +$209K 0.11% 106

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

Frisch Financial Group's MS Position: Q1 2026 in Review

Frisch Financial Group increased its Morgan Stanley (MS) stake by 2.3% in Q1 2026, buying an estimated $14.9K and bringing the position to 3,836 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #87.

Frisch Financial Group first reported a position in MS in Q4 2019 and has held it in 23 quarters since. The position peaked at $666K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Frisch Financial Group held 3,836 shares of Morgan Stanley worth $631K as of Q1 2026.
  • Frisch Financial Group bought 86 Morgan Stanley shares in Q1 2026, an estimated $14.9K.
  • Morgan Stanley made up 0.13% of Frisch Financial Group's portfolio in Q1 2026, its #87 holding.
  • Frisch Financial Group first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • Frisch Financial Group's Morgan Stanley position peaked at $666K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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