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Integrated Advisors Network’s Morgan Stanley MS Stock Holding History

Integrated Advisors Network’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 		$4.78M Sell
29,061
-16,856
-37% -$2.92M 0.25% 102
2025
Q4 		$8.15M Sell
45,917
-1,718
-4% -$287K 0.36% 61
2025
Q3 		$7.57M Sell
47,635
-9,454
-17% -$1.4M 0.32% 70
2025
Q2 		$8.04M Buy
57,089
+28,093
+97% +$3.45M 0.36% 62
2025
Q1 		$3.38M Sell
28,996
-41,124
-59% -$5.3M 0.17% 138
2024
Q4 		$8.82M Sell
70,120
-7,971
-10% -$982K 0.42% 47
2024
Q3 		$8.14M Buy
78,091
+1,158
+2% +$117K 0.38% 58
2024
Q2 		$7.48M Buy
76,933
+6,311
+9% +$601K 0.38% 60
2024
Q1 		$6.65M Buy
70,622
+37,856
+116% +$3.33M 0.34% 72
2023
Q4 		$3.06M Sell
32,766
-35,081
-52% -$2.81M 0.17% 160
2023
Q3 		$5.54M Sell
67,847
-1,967
-3% -$171K 0.34% 73
2023
Q2 		$5.96M Sell
69,814
-5,230
-7% -$447K 0.34% 70
2023
Q1 		$6.59M Buy
75,044
+37,723
+101% +$3.52M 0.4% 57
2022
Q4 		$3.17M Sell
37,321
-400
-1% -$34.1K 0.2% 142
2022
Q3 		$2.98M Buy
37,721
+3,628
+11% +$306K 0.2% 134
2022
Q2 		$2.59M Buy
34,093
+900
+3% +$73.7K 0.17% 159
2022
Q1 		$2.9M Buy
33,193
+8,186
+33% +$790K 0.17% 156
2021
Q4 		$2.46M Buy
25,007
+2,815
+13% +$280K 0.14% 162
2021
Q3 		$2.16M Sell
22,192
-43,491
-66% -$4.31M 0.14% 163
2021
Q2 		$6.02M Buy
65,683
+765
+1% +$65.6K 0.44% 44
2021
Q1 		$5.04M Sell
64,918
-7,684
-11% -$589K 0.46% 51
2020
Q4 		$4.97M Sell
72,602
-1,420
-2% -$81.5K 0.55% 39
2020
Q3 		$3.58M Sell
74,022
-3,033
-4% -$153K 0.45% 59
2020
Q2 		$3.72M Buy
77,055
+19,591
+34% +$823K 0.44% 56
2020
Q1 		$1.95M Buy
57,464
+698
+1% +$32.9K 0.38% 72
2019
Q4 		$2.9M Buy
+56,766
New +$2.69M 0.39% 77

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

Integrated Advisors Network's MS Position: Q1 2026 in Review

Integrated Advisors Network reduced its Morgan Stanley (MS) stake by 37% in Q1 2026, selling an estimated $2.92M and leaving 29,061 shares worth $4.78M. The position accounts for 0.25% of the portfolio, ranked #102.

Integrated Advisors Network first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.82M in Q4 2024. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Integrated Advisors Network held 29,061 shares of Morgan Stanley worth $4.78M as of Q1 2026.
  • Integrated Advisors Network sold 16,856 Morgan Stanley shares in Q1 2026, an estimated $2.92M.
  • Morgan Stanley made up 0.25% of Integrated Advisors Network's portfolio in Q1 2026, its #102 holding.
  • Integrated Advisors Network first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Morgan Stanley position peaked at $8.82M in Q4 2024.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.