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Great Valley Advisor Group’s Morgan Stanley MS Stock Holding History

Great Valley Advisor 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 		$4.8M Sell
29,185
-17,638
-38% -$3.05M 0.09% 202
2025
Q4 		$8.31M Sell
46,823
-2,965
-6% -$495K 0.16% 132
2025
Q3 		$7.91M Sell
49,788
-7,869
-14% -$1.16M 0.16% 131
2025
Q2 		$8.12M Buy
57,657
+9,508
+20% +$1.17M 0.18% 127
2025
Q1 		$5.62M Buy
48,149
+41,183
+591% +$5.31M 0.12% 165
2024
Q4 		$875K Sell
6,966
-210
-3% -$25.9K 0.02% 474
2024
Q3 		$748K Buy
7,176
+619
+9% +$62.3K 0.02% 479
2024
Q2 		$637K Buy
6,557
+337
+5% +$32.1K 0.02% 476
2024
Q1 		$586K Sell
6,220
-2,236
-26% -$197K 0.02% 458
2023
Q4 		$788K Sell
8,456
-459
-5% -$36.7K 0.03% 375
2023
Q3 		$728K Buy
8,915
+94
+1% +$8.16K 0.03% 368
2023
Q2 		$753K Buy
8,821
+448
+5% +$38.3K 0.03% 362
2023
Q1 		$736K Buy
8,373
+594
+8% +$55.4K 0.03% 363
2022
Q4 		$662K Buy
7,779
+203
+3% +$17.3K 0.03% 388
2022
Q3 		$599K Buy
7,576
+304
+4% +$25.6K 0.03% 387
2022
Q2 		$553K Buy
7,272
+1,773
+32% +$145K 0.03% 408
2022
Q1 		$512K Buy
5,499
+19
+0.3% +$1.83K 0.03% 385
2021
Q4 		$536K Sell
5,480
-4
-0.1% -$398 0.03% 370
2021
Q3 		$534K Sell
5,484
-390
-7% -$38.6K 0.04% 342
2021
Q2 		$499K Buy
5,874
+344
+6% +$29.5K 0.04% 349
2021
Q1 		$429K Sell
5,530
-148
-3% -$11.3K 0.04% 335
2020
Q4 		$390K Buy
5,678
+289
+5% +$16.6K 0.04% 324
2020
Q3 		$260K Buy
5,389
+178
+3% +$8.97K 0.03% 353
2020
Q2 		$251K Buy
+5,211
New +$219K 0.04% 349

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

Great Valley Advisor Group's MS Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Morgan Stanley (MS) stake by 38% in Q1 2026, selling an estimated $3.05M and leaving 29,185 shares worth $4.8M. The position accounts for 0.09% of the portfolio, ranked #202.

Great Valley Advisor Group first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.31M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Great Valley Advisor Group held 29,185 shares of Morgan Stanley worth $4.8M as of Q1 2026.
  • Great Valley Advisor Group sold 17,638 Morgan Stanley shares in Q1 2026, an estimated $3.05M.
  • Morgan Stanley made up 0.09% of Great Valley Advisor Group's portfolio in Q1 2026, its #202 holding.
  • Great Valley Advisor Group first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Great Valley Advisor Group's Morgan Stanley position peaked at $8.31M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.