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IPG Investment Advisors’s Morgan Stanley MS Stock Holding History

IPG Investment Advisors’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 		$2.65M Buy
16,106
+1,597
+11% +$276K 0.46% 49
2025
Q4 		$2.58M Sell
14,509
-707
-5% -$118K 0.45% 50
2025
Q3 		$2.42M Buy
15,216
+414
+3% +$61.1K 0.43% 57
2025
Q2 		$2.09M Buy
14,802
+10,502
+244% +$1.29M 0.41% 49
2025
Q1 		$502K Sell
4,300
-75
-2% -$9.66K 0.11% 103
2024
Q4 		$550K Hold
4,375
– – 0.13% 95
2024
Q3 		$456K Hold
4,375
– – 0.1% 105
2024
Q2 		$425K Hold
4,375
– – 0.09% 100
2024
Q1 		$412K Hold
4,375
– – 0.09% 111
2023
Q4 		$408K Sell
4,375
-348
-7% -$27.8K 0.08% 118
2023
Q3 		$386K Buy
4,723
+48
+1% +$4.17K 0.09% 117
2023
Q2 		$399K Sell
4,675
-11,500
-71% -$984K 0.09% 116
2023
Q1 		$1.42M Sell
16,175
-5,500
-25% -$513K 0.32% 49
2022
Q4 		$1.84M Sell
21,675
-18,600
-46% -$1.59M 0.51% 36
2022
Q3 		$3.18M Buy
40,275
+11,500
+40% +$969K 0.89% 27
2022
Q2 		$2.19M Buy
28,775
+5,000
+21% +$410K 0.55% 32
2022
Q1 		$2.08M Buy
23,775
+10,975
+86% +$1.06M 0.4% 42
2021
Q4 		$1.26M Buy
+12,800
New +$1.28M 0.23% 65
2021
Q2 		– Sell
-21,300
Closed -$1.65M – 198
2021
Q1 		$1.65M Buy
+21,300
New +$1.63M 0.32% 53
2020
Q4 		– Sell
-19,200
Closed -$928K – 185
2020
Q3 		$928K Buy
19,200
+7,000
+57% +$353K 0.27% 61
2020
Q2 		$589K Buy
+12,200
New +$512K 0.2% 66
2019
Q2 		– Sell
-5,450
Closed -$230K – 161
2019
Q1 		$230K Hold
5,450
– – 0.08% 127
2018
Q4 		$216K Buy
+5,450
New +$238K 0.08% 125
2017
Q2 		– Sell
-12,800
Closed -$548K – 153
2017
Q1 		$548K Buy
12,800
+7,650
+149% +$339K 0.25% 63
2016
Q4 		$218K Buy
+5,150
New +$195K 0.09% 112

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

IPG Investment Advisors's MS Position: Q1 2026 in Review

IPG Investment Advisors increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $276K and bringing the position to 16,106 shares worth $2.65M. The position accounts for 0.46% of the portfolio, ranked #49.

IPG Investment Advisors first reported a position in MS in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.18M in Q3 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • IPG Investment Advisors held 16,106 shares of Morgan Stanley worth $2.65M as of Q1 2026.
  • IPG Investment Advisors bought 1,597 Morgan Stanley shares in Q1 2026, an estimated $276K.
  • Morgan Stanley made up 0.46% of IPG Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • IPG Investment Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 25 quarters since.
  • IPG Investment Advisors's Morgan Stanley position peaked at $3.18M in Q3 2022.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.