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IFC Advisors’s Morgan Stanley MS Stock Holding History

IFC 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 		$2.76M Buy
16,786
+401
+2% +$69.4K 0.4% 41
2025
Q4 		$2.91M Buy
16,385
+35
+0.2% +$5.84K 0.42% 42
2025
Q3 		$2.6M Buy
16,350
+8
+0% +$1.18K 0.48% 40
2025
Q2 		$2.3M Sell
16,342
-323
-2% -$39.7K 0.43% 44
2025
Q1 		$1.94M Sell
16,665
-321
-2% -$41.4K 0.41% 47
2024
Q4 		$2.14M Buy
+16,986
New +$2.09M 0.47% 43

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

IFC Advisors's MS Position: Q1 2026 in Review

IFC Advisors increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $69.4K and bringing the position to 16,786 shares worth $2.76M. The position accounts for 0.4% of the portfolio, ranked #41.

IFC Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • IFC Advisors held 16,786 shares of Morgan Stanley worth $2.76M as of Q1 2026.
  • IFC Advisors bought 401 Morgan Stanley shares in Q1 2026, an estimated $69.4K.
  • Morgan Stanley made up 0.4% of IFC Advisors's portfolio in Q1 2026, its #41 holding.
  • IFC Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Morgan Stanley position peaked at $2.91M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.