IAA
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Independent Advisor Alliance’s Morgan Stanley MS Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-2
Closed -$2K – 633
2020
Q4 		$2K Buy
+2
New +$115 ﹤0.01% 565

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Independent Advisor Alliance's MS Position: Q1 2026 in Review

Independent Advisor Alliance increased its Morgan Stanley (MS) stake by 31% in Q1 2026, buying an estimated $2.06M and bringing the position to 50,622 shares worth $8.33M. The position accounts for 0.09% of the portfolio, ranked #203.

Independent Advisor Alliance first reported a position in MS in Q4 2016 and has held it in 38 quarters since. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Independent Advisor Alliance held 50,622 shares of Morgan Stanley worth $8.33M as of Q1 2026.
  • Independent Advisor Alliance bought 11,876 Morgan Stanley shares in Q1 2026, an estimated $2.06M.
  • Morgan Stanley made up 0.09% of Independent Advisor Alliance's portfolio in Q1 2026, its #203 holding.
  • Independent Advisor Alliance first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.