IMA Advisory Services’s Morgan Stanley MS Stock Holding History

IMA Advisory Services’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	$74.2K	Sell	451 -1	-0.2%	-$173	0.01%	228
2025 Q4	$80.2K	Buy	452 +54	+14%	+$9.01K	0.01%	223
2025 Q3	$63.3K	Hold	398	–	–	0.01%	228
2025 Q2	$56.1K	Buy	398 +10	+3%	+$1.23K	0.01%	224
2025 Q1	$45.3K	Buy	+388	New	+$50K	0.01%	237
2024 Q4	–	Sell	-458	Closed	-$47.7K	–	239
2024 Q3	$47.7K	Buy	+458	New	+$46.1K	0.01%	187
2023 Q4	–	Sell	-1,804	Closed	-$147K	–	194
2023 Q3	$147K	Hold	1,804	–	–	0.04%	141
2023 Q2	$154K	Sell	1,804 -38	-2%	-$3.25K	0.04%	139
2023 Q1	$162K	Sell	1,842 -381	-17%	-$35.6K	0.04%	138
2022 Q4	$189K	Sell	2,223 -2	-0.1%	-$170	0.05%	138
2022 Q3	$176K	Buy	2,225 +259	+13%	+$21.8K	0.05%	135
2022 Q2	$150K	Sell	1,966 -163	-8%	-$13.4K	0.04%	151
2022 Q1	$186K	Hold	2,129	–	–	0.04%	122
2021 Q4	$209K	Sell	2,129 -253	-11%	-$25.2K	0.05%	125
2021 Q3	$232K	Sell	2,382 -7,185	-75%	-$712K	0.05%	118
2021 Q2	$877K	Buy	9,567 +585	+7%	+$50.2K	0.2%	93
2021 Q1	$698K	Sell	8,982 -38,104	-81%	-$2.92M	0.17%	92
2020 Q4	$3.23M	Buy	47,086 +4,202	+10%	+$241K	0.9%	35
2020 Q3	$2.07M	Sell	42,884 -38	-0.1%	-$1.91K	0.7%	50
2020 Q2	$2.07M	Buy	42,922 +810	+2%	+$34K	0.75%	51
2020 Q1	$1.43M	Buy	+42,112	New	+$1.98M	0.63%	57
2019 Q2	–	Sell	-740	Closed	-$31K	–	299
2019 Q1	$31K	Buy	+740	New	+$31.1K	0.01%	171
2018 Q3	–	Sell	-76	Closed	-$4K	–	415
2018 Q2	$4K	Buy	+76	New	+$3.97K	﹤0.01%	354

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

IMA Advisory Services's MS Position: Q1 2026 in Review

IMA Advisory Services reduced its Morgan Stanley (MS) stake by 0.22% in Q1 2026, selling an estimated $173 and leaving 451 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #228.

IMA Advisory Services first reported a position in MS in Q2 2018 and has held it in 23 quarters since. The position peaked at $3.23M in Q4 2020. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

IMA Advisory Services held 451 shares of Morgan Stanley worth $74.2K as of Q1 2026.
IMA Advisory Services sold 1 Morgan Stanley share in Q1 2026, an estimated $173.
Morgan Stanley made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #228 holding.
IMA Advisory Services first reported a position in Morgan Stanley in Q2 2018 and has held it in 23 quarters since.
IMA Advisory Services's Morgan Stanley position peaked at $3.23M in Q4 2020.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.