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Heritage Wealth Advisors’s Morgan Stanley MS Stock Holding History

Heritage Wealth 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 		$902K Buy
5,481
+41
+0.8% +$7.1K 0.04% 90
2025
Q4 		$966K Buy
5,440
+4
+0.1% +$667 0.04% 109
2025
Q3 		$864K Buy
5,436
+5
+0.1% +$738 0.04% 93
2025
Q2 		$765K Buy
5,431
+5
+0.1% +$614 0.04% 101
2025
Q1 		$633K Sell
5,426
-6
-0.1% -$773 0.03% 108
2024
Q4 		$683K Buy
5,432
+15
+0.3% +$1.85K 0.03% 111
2024
Q3 		$565K Sell
5,417
-362
-6% -$36.5K 0.03% 131
2024
Q2 		$562K Buy
5,779
+6
+0.1% +$571 0.03% 130
2024
Q1 		$544K Buy
5,773
+7
+0.1% +$616 0.02% 138
2023
Q4 		$538K Buy
5,766
+7
+0.1% +$560 0.03% 140
2023
Q3 		$470K Buy
5,759
+7
+0.1% +$608 0.03% 136
2023
Q2 		$491K Buy
5,752
+6
+0.1% +$513 0.03% 135
2023
Q1 		$505K Sell
5,746
-195
-3% -$18.2K 0.03% 129
2022
Q4 		$505K Sell
5,941
-342
-5% -$29.1K 0.03% 128
2022
Q3 		$496K Sell
6,283
-1,806
-22% -$152K 0.04% 121
2022
Q2 		$615K Buy
8,089
+4,476
+124% +$367K 0.04% 109
2022
Q1 		$316K Buy
3,613
+104
+3% +$10K 0.02% 154
2021
Q4 		$344K Buy
3,509
+5
+0.1% +$498 0.02% 155
2021
Q3 		$341K Buy
3,504
+4
+0.1% +$396 0.02% 156
2021
Q2 		$321K Sell
3,500
-497
-12% -$42.6K 0.02% 166
2021
Q1 		$310K Buy
3,997
+416
+12% +$31.9K 0.02% 172
2020
Q4 		$245K Buy
3,581
+45
+1% +$2.58K 0.02% 182
2020
Q3 		$171K Buy
3,536
+54
+2% +$2.72K 0.02% 159
2020
Q2 		$168K Buy
3,482
+206
+6% +$8.65K 0.02% 154
2020
Q1 		$111K Sell
3,276
-877
-21% -$41.3K 0.02% 182
2019
Q4 		$212K Buy
4,153
+35
+0.8% +$1.66K 0.03% 162
2019
Q3 		$175K Sell
4,118
-10
-0.2% -$427 0.03% 167
2019
Q2 		$181K Buy
4,128
+4
+0.1% +$178 0.03% 149
2019
Q1 		$174K Buy
4,124
+1,104
+37% +$46.5K 0.03% 138
2018
Q4 		$119K Buy
3,020
+4
+0.1% +$175 0.02% 151
2018
Q3 		$140K Buy
+3,016
New +$147K 0.03% 139

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

Heritage Wealth Advisors's MS Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Morgan Stanley (MS) stake by 0.75% in Q1 2026, buying an estimated $7.1K and bringing the position to 5,481 shares worth $902K. The position accounts for 0.04% of the portfolio, ranked #90.

Heritage Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 31 quarters since. The position peaked at $966K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Heritage Wealth Advisors held 5,481 shares of Morgan Stanley worth $902K as of Q1 2026.
  • Heritage Wealth Advisors bought 41 Morgan Stanley shares in Q1 2026, an estimated $7.1K.
  • Morgan Stanley made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Heritage Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Morgan Stanley position peaked at $966K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.