Guardian Wealth Advisors (North Carolina)’s Morgan Stanley MS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$398K	Sell	2,419 -74	-3%	-$12.8K	0.03%	245
2025 Q4	$443K	Sell	2,493 -13	-0.5%	-$2.17K	0.03%	234
2025 Q3	$398K	Buy	2,506 +521	+26%	+$76.9K	0.03%	243
2025 Q2	$280K	Sell	1,985 -60	-3%	-$7.37K	0.02%	275
2025 Q1	$239K	Sell	2,045 -17	-0.8%	-$2.19K	0.02%	282
2024 Q4	$259K	Buy	+2,062	New	+$254K	0.02%	268

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

Guardian Wealth Advisors (North Carolina)'s MS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Morgan Stanley (MS) stake by 3% in Q1 2026, selling an estimated $12.8K and leaving 2,419 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #245.

Guardian Wealth Advisors (North Carolina) first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $443K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,419 shares of Morgan Stanley worth $398K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 74 Morgan Stanley shares in Q1 2026, an estimated $12.8K.
Morgan Stanley made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #245 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s Morgan Stanley position peaked at $443K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.