Insigneo Advisory Services’s Morgan Stanley MS Stock Holding History

Insigneo 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	$2.46M	Buy	14,919 +348	+2%	+$60.2K	0.17%	111
2025 Q4	$2.59M	Sell	14,571 -405	-3%	-$67.6K	0.19%	105
2025 Q3	$2.38M	Sell	14,976 -135	-0.9%	-$19.9K	0.17%	106
2025 Q2	$2.13M	Buy	15,111 +18	+0.1%	+$2.21K	0.18%	109
2025 Q1	$1.76M	Buy	15,093 +1,743	+13%	+$225K	0.18%	113
2024 Q4	$1.68M	Sell	13,350 -9,195	-41%	-$1.13M	0.17%	109
2024 Q3	$2.35M	Sell	22,545 -2,275	-9%	-$229K	0.24%	88
2024 Q2	$2.29M	Buy	24,820 +12,344	+99%	+$1.18M	0.26%	77
2024 Q1	$1.17M	Sell	12,476 -1,671	-12%	-$147K	0.14%	142
2023 Q4	$1.32M	Buy	14,147 +11,463	+427%	+$917K	0.19%	116
2023 Q3	$219K	Sell	2,684 -10,273	-79%	-$892K	0.04%	352
2023 Q2	$1.11M	Buy	12,957 +10,299	+387%	+$881K	0.21%	100
2023 Q1	$232K	Sell	2,658 -4,057	-60%	-$379K	0.07%	239
2022 Q4	$571K	Buy	+6,715	New	+$572K	0.22%	99

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

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

Insigneo Advisory Services increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $60.2K and bringing the position to 14,919 shares worth $2.46M. The position accounts for 0.17% of the portfolio, ranked #111.

Insigneo Advisory Services first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.59M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Insigneo Advisory Services held 14,919 shares of Morgan Stanley worth $2.46M as of Q1 2026.
Insigneo Advisory Services bought 348 Morgan Stanley shares in Q1 2026, an estimated $60.2K.
Morgan Stanley made up 0.17% of Insigneo Advisory Services's portfolio in Q1 2026, its #111 holding.
Insigneo Advisory Services first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Morgan Stanley position peaked at $2.59M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.