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Herold Advisors’s Morgan Stanley MS Stock Holding History

Herold 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 		$1.34M Buy
8,168
+1
+0% +$173 0.3% 87
2025
Q4 		$1.45M Sell
8,167
-48
-0.6% -$8.01K 0.32% 83
2025
Q3 		$1.31M Sell
8,215
-357
-4% -$52.7K 0.3% 87
2025
Q2 		$1.21M Buy
8,572
+510
+6% +$62.6K 0.25% 103
2025
Q1 		$941K Sell
8,062
-259
-3% -$33.4K 0.21% 120
2024
Q4 		$1.05M Buy
8,321
+468
+6% +$57.6K 0.23% 114
2024
Q3 		$819K Buy
7,853
+327
+4% +$32.9K 0.18% 147
2024
Q2 		$731K Buy
7,526
+2
+0% +$190 0.17% 148
2024
Q1 		$708K Buy
7,524
+291
+4% +$25.6K 0.17% 147
2023
Q4 		$675K Buy
7,233
+2
+0% +$160 0.19% 134
2023
Q3 		$591K Buy
7,231
+3,447
+91% +$299K 0.18% 138
2023
Q2 		$323K Buy
3,784
+2
+0.1% +$171 0.1% 192
2023
Q1 		$332K Sell
3,782
-858
-18% -$80.1K 0.11% 173
2022
Q4 		$395K Buy
4,640
+702
+18% +$59.8K 0.17% 134
2022
Q3 		$311K Buy
3,938
+2
+0.1% +$169 0.15% 147
2022
Q2 		$299K Buy
3,936
+1,011
+35% +$82.8K 0.13% 156
2022
Q1 		$256K Buy
+2,925
New +$282K 0.09% 179
2021
Q4 		– Sell
-250
Closed -$24K – 471
2021
Q3 		$24K Buy
+250
New +$24.8K 0.01% 492

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

Herold Advisors's MS Position: Q1 2026 in Review

Herold Advisors increased its Morgan Stanley (MS) stake by 0.01% in Q1 2026, buying an estimated $173 and bringing the position to 8,168 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #87.

Herold Advisors first reported a position in MS in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Herold Advisors held 8,168 shares of Morgan Stanley worth $1.34M as of Q1 2026.
  • Herold Advisors bought 1 Morgan Stanley share in Q1 2026, an estimated $173.
  • Morgan Stanley made up 0.3% of Herold Advisors's portfolio in Q1 2026, its #87 holding.
  • Herold Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 18 quarters since.
  • Herold Advisors's Morgan Stanley position peaked at $1.45M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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