IA
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Integrity Alliance’s Morgan Stanley MS Stock Holding History

Integrity 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
2026
Q1 		$1.4M Buy
8,501
+88
+1% +$15.2K 0.05% 258
2025
Q4 		$1.49M Buy
8,413
+5,063
+151% +$845K 0.05% 254
2025
Q3 		$533K Buy
3,350
+321
+11% +$47.4K 0.03% 342
2025
Q2 		$427K Sell
3,029
-821
-21% -$101K 0.02% 331
2025
Q1 		$449K Buy
+3,850
New +$496K 0.02% 399

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

Integrity Alliance's MS Position: Q1 2026 in Review

Integrity Alliance increased its Morgan Stanley (MS) stake by 1% in Q1 2026, buying an estimated $15.2K and bringing the position to 8,501 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #258.

Integrity Alliance first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Integrity Alliance held 8,501 shares of Morgan Stanley worth $1.4M as of Q1 2026.
  • Integrity Alliance bought 88 Morgan Stanley shares in Q1 2026, an estimated $15.2K.
  • Morgan Stanley made up 0.05% of Integrity Alliance's portfolio in Q1 2026, its #258 holding.
  • Integrity Alliance first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's Morgan Stanley position peaked at $1.49M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.