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Integrated Investment Consultants’s Morgan Stanley MS Stock Holding History

Integrated Investment Consultants’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 		$419K Sell
2,548
-10
-0.4% -$1.73K 0.09% 149
2025
Q4 		$454K Sell
2,558
-1,440
-36% -$240K 0.09% 151
2025
Q3 		$636K Sell
3,998
-633
-14% -$93.5K 0.11% 122
2025
Q2 		$652K Buy
4,631
+2,734
+144% +$336K 0.13% 118
2025
Q1 		$221K Buy
1,897
+32
+2% +$4.12K 0.04% 295
2024
Q4 		$234K Sell
1,865
-15,356
-89% -$1.89M 0.05% 271
2024
Q3 		$210K Buy
17,221
+14,721
+589% +$1.48M 0.05% 279
2024
Q2 		$235K Hold
2,500
– – 0.06% 225
2024
Q1 		$235K Sell
2,500
-68
-3% -$5.99K 0.06% 225
2023
Q4 		$239K Sell
2,568
-479
-16% -$38.3K 0.08% 208
2023
Q3 		$249K Sell
3,047
-611
-17% -$53K 0.09% 191
2023
Q2 		$312K Sell
3,658
-337
-8% -$28.8K 0.1% 179
2023
Q1 		$351K Sell
3,995
-352
-8% -$32.9K 0.11% 168
2022
Q4 		$370K Buy
4,347
+255
+6% +$21.7K 0.12% 135
2022
Q3 		$323K Buy
4,092
+325
+9% +$27.4K 0.13% 136
2022
Q2 		$287K Sell
3,767
-427
-10% -$35K 0.1% 165
2022
Q1 		$367K Buy
4,194
+67
+2% +$6.46K 0.1% 188
2021
Q4 		$405K Buy
4,127
+689
+20% +$68.6K 0.11% 172
2021
Q3 		$335K Buy
3,438
+275
+9% +$27.2K 0.1% 194
2021
Q2 		$290K Buy
3,163
+103
+3% +$8.83K 0.08% 213
2021
Q1 		$238K Buy
+3,060
New +$235K 0.08% 222
2020
Q3 		– Sell
-7,144
Closed -$345K – 207
2020
Q2 		$345K Buy
7,144
+64
+0.9% +$2.69K 0.16% 95
2020
Q1 		$241K Sell
7,080
-4,901
-41% -$231K 0.14% 114
2019
Q4 		$612K Buy
11,981
+6,431
+116% +$304K 0.25% 70
2019
Q3 		$237K Buy
+5,550
New +$237K 0.12% 130
2018
Q2 		– Sell
-1,184
Closed -$64K – 510
2018
Q1 		$64K Buy
+1,184
New +$65.5K 0.03% 397
2017
Q3 		$4K Hold
85
– – ﹤0.01% 574
2017
Q2 		$4K Buy
+85
New +$3.67K ﹤0.01% 551
2016
Q2 		– Sell
-100
Closed -$2K – 604
2016
Q1 		$2K Buy
+100
New +$2.55K ﹤0.01% 577

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 Investment Consultants's MS Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Morgan Stanley (MS) stake by 0.39% in Q1 2026, selling an estimated $1.73K and leaving 2,548 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #149.

Integrated Investment Consultants first reported a position in MS in Q1 2016 and has held it in 29 quarters since. The position peaked at $652K in Q2 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Integrated Investment Consultants held 2,548 shares of Morgan Stanley worth $419K as of Q1 2026.
  • Integrated Investment Consultants sold 10 Morgan Stanley shares in Q1 2026, an estimated $1.73K.
  • Morgan Stanley made up 0.09% of Integrated Investment Consultants's portfolio in Q1 2026, its #149 holding.
  • Integrated Investment Consultants first reported a position in Morgan Stanley in Q1 2016 and has held it in 29 quarters since.
  • Integrated Investment Consultants's Morgan Stanley position peaked at $652K in Q2 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.