Guerra Pan Advisors’s Morgan Stanley MS Stock Holding History

Guerra Pan 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	$533K	Hold	3,239	–	–	0.33%	64
2025 Q4	$575K	Hold	3,239	–	–	0.34%	60
2025 Q3	$515K	Hold	3,239	–	–	0.31%	63
2025 Q2	$456K	Hold	3,239	–	–	0.3%	66
2025 Q1	$378K	Hold	3,239	–	–	0.3%	73
2024 Q4	$407K	Hold	3,239	–	–	0.29%	72
2024 Q3	$338K	Hold	3,239	–	–	0.27%	79
2024 Q2	$315K	Hold	3,239	–	–	0.26%	79
2024 Q1	$305K	Hold	3,239	–	–	0.28%	78
2023 Q4	$302K	Hold	3,239	–	–	0.29%	80
2023 Q3	$265K	Hold	3,239	–	–	0.31%	76
2023 Q2	$277K	Hold	3,239	–	–	0.31%	77
2023 Q1	$284K	Hold	3,239	–	–	0.36%	73
2022 Q4	$275K	Hold	3,239	–	–	0.38%	71
2022 Q3	$256K	Hold	3,239	–	–	0.37%	69
2022 Q2	$273K	Hold	3,239	–	–	0.34%	72
2022 Q1	$266K	Hold	3,239	–	–	0.32%	77
2021 Q4	$318K	Buy	+3,239	New	+$323K	0.32%	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

Guerra Pan Advisors's MS Position: Q1 2026 in Review

Guerra Pan Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 3,239 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #64.

Guerra Pan Advisors first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $575K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Guerra Pan Advisors held 3,239 shares of Morgan Stanley worth $533K as of Q1 2026.
Guerra Pan Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.33% of Guerra Pan Advisors's portfolio in Q1 2026, its #64 holding.
Guerra Pan Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Morgan Stanley position peaked at $575K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.