Game Plan Financial Advisors’s Morgan Stanley MS Stock Holding History

Game Plan 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	$263K	Hold	1,600	–	–	0.12%	74
2025 Q4	$284K	Hold	1,600	–	–	0.11%	78
2025 Q3	$254K	Hold	1,600	–	–	0.11%	79
2025 Q2	$225K	Hold	1,600	–	–	0.1%	83
2025 Q1	$187K	Hold	1,600	–	–	0.09%	89
2024 Q4	$201K	Hold	1,600	–	–	0.1%	87
2024 Q3	$167K	Hold	1,600	–	–	0.08%	93
2024 Q2	$156K	Hold	1,600	–	–	0.08%	108
2024 Q1	$151K	Hold	1,600	–	–	0.08%	103
2023 Q4	$149K	Buy	+1,600	New	+$128K	0.09%	104
2022 Q2	–	Sell	-2,600	Closed	-$227K	–	109
2022 Q1	$227K	Buy	+2,600	New	+$251K	0.14%	80

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

Game Plan Financial Advisors's MS Position: Q1 2026 in Review

Game Plan Financial Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 1,600 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #74.

Game Plan Financial Advisors first reported a position in MS in Q1 2022 and has held it in 11 quarters since. The position peaked at $284K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Game Plan Financial Advisors held 1,600 shares of Morgan Stanley worth $263K as of Q1 2026.
Game Plan Financial Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.12% of Game Plan Financial Advisors's portfolio in Q1 2026, its #74 holding.
Game Plan Financial Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 11 quarters since.
Game Plan Financial Advisors's Morgan Stanley position peaked at $284K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.