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Glen Eagle Advisors’s Morgan Stanley MS Stock Holding History

Glen Eagle 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 		$413K Buy
2,510
+462
+23% +$80K 0.06% 194
2025
Q4 		$364K Sell
2,048
-41
-2% -$6.84K 0.05% 205
2025
Q3 		$332K Hold
2,089
– – 0.05% 218
2025
Q2 		$294K Hold
2,089
– – 0.05% 210
2025
Q1 		$244K Sell
2,089
-11
-0.5% -$1.42K 0.04% 228
2024
Q4 		$264K Hold
2,100
– – 0.04% 216
2024
Q3 		$219K Sell
2,100
-131
-6% -$13.2K 0.04% 237
2024
Q2 		$217K Buy
2,231
+25
+1% +$2.38K 0.04% 224
2024
Q1 		$208K Sell
2,206
-150
-6% -$13.2K 0.04% 231
2023
Q4 		$220K Sell
2,356
-354
-13% -$28.3K 0.05% 220
2023
Q3 		$221K Sell
2,710
-238
-8% -$20.7K 0.05% 213
2023
Q2 		$252K Sell
2,948
-2,062
-41% -$176K 0.06% 204
2023
Q1 		$440K Sell
5,010
-121
-2% -$11.3K 0.11% 139
2022
Q4 		$436K Sell
5,131
-321
-6% -$27.4K 0.12% 140
2022
Q3 		$431K Sell
5,452
-430
-7% -$36.2K 0.13% 139
2022
Q2 		$447K Sell
5,882
-769
-12% -$63K 0.12% 146
2022
Q1 		$581K Sell
6,651
-1,102
-14% -$106K 0.15% 129
2021
Q4 		$761K Buy
7,753
+1,360
+21% +$135K 0.2% 113
2021
Q3 		$622K Buy
6,393
+3,531
+123% +$350K 0.18% 123
2021
Q2 		$262K Buy
2,862
+2,645
+1,219% +$227K 0.08% 189
2021
Q1 		$16.9K Hold
217
– – 0.01% 560
2020
Q4 		$14.9K Buy
217
+16
+8% +$918 0.01% 553
2020
Q3 		$9.72K Buy
201
+100
+99% +$5.04K ﹤0.01% 605
2020
Q2 		$4.88K Hold
101
– – ﹤0.01% 671
2020
Q1 		$3.43K Buy
+101
New +$4.76K ﹤0.01% 671
2017
Q1 		– Sell
-200
Closed -$8.45K – 560
2016
Q4 		$8.45K Buy
+200
New +$7.56K 0.01% 381

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

Glen Eagle Advisors's MS Position: Q1 2026 in Review

Glen Eagle Advisors increased its Morgan Stanley (MS) stake by 23% in Q1 2026, buying an estimated $80K and bringing the position to 2,510 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #194.

Glen Eagle Advisors first reported a position in MS in Q4 2016 and has held it in 26 quarters since. The position peaked at $761K in Q4 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Glen Eagle Advisors held 2,510 shares of Morgan Stanley worth $413K as of Q1 2026.
  • Glen Eagle Advisors bought 462 Morgan Stanley shares in Q1 2026, an estimated $80K.
  • Morgan Stanley made up 0.06% of Glen Eagle Advisors's portfolio in Q1 2026, its #194 holding.
  • Glen Eagle Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 26 quarters since.
  • Glen Eagle Advisors's Morgan Stanley position peaked at $761K in Q4 2021.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.