Investor's Fiduciary Advisor Network’s Morgan Stanley MS Stock Holding History

Investor's Fiduciary Advisor 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	$819K	Buy	4,982 +70	+1%	+$12.1K	0.25%	107
2025 Q4	$872K	Buy	4,912 +157	+3%	+$26.2K	0.19%	122
2025 Q3	$755K	Sell	4,755 -34	-0.7%	-$5.02K	0.26%	101
2025 Q2	$674K	Buy	4,789 +1,045	+28%	+$128K	0.25%	102
2025 Q1	$436K	Sell	3,744 -1,051	-22%	-$135K	0.21%	117
2024 Q4	$602K	Buy	+4,795	New	+$591K	0.23%	103

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

Investor's Fiduciary Advisor Network's MS Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Morgan Stanley (MS) stake by 1.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,982 shares worth $819K. The position accounts for 0.25% of the portfolio, ranked #107.

Investor's Fiduciary Advisor Network first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $872K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Investor's Fiduciary Advisor Network held 4,982 shares of Morgan Stanley worth $819K as of Q1 2026.
Investor's Fiduciary Advisor Network bought 70 Morgan Stanley shares in Q1 2026, an estimated $12.1K.
Morgan Stanley made up 0.25% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #107 holding.
Investor's Fiduciary Advisor Network first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Morgan Stanley position peaked at $872K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.