Johnson Financial Group LLC (Colorado)’s Morgan Stanley MS Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$303K	Buy	1,839 +638	+53%	+$110K	0.02%	138
2025 Q4	$213K	Buy	+1,201	New	+$200K	0.01%	115
2022 Q1	–	Sell	-5,038	Closed	-$495K	–	70
2021 Q4	$495K	Sell	5,038 -1,813	-26%	-$181K	0.08%	35
2021 Q3	$666K	Sell	6,851 -3,110	-31%	-$308K	0.13%	24
2021 Q2	$913K	Buy	9,961 +2,191	+28%	+$188K	0.18%	22
2021 Q1	$603K	Buy	+7,770	New	+$595K	0.14%	21

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

Johnson Financial Group LLC (Colorado)'s MS Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Morgan Stanley (MS) stake by 53% in Q1 2026, buying an estimated $110K and bringing the position to 1,839 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #138.

Johnson Financial Group LLC (Colorado) first reported a position in MS in Q1 2021 and has held it in 6 quarters since. The position peaked at $913K in Q2 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 1,839 shares of Morgan Stanley worth $303K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 638 Morgan Stanley shares in Q1 2026, an estimated $110K.
Morgan Stanley made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #138 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Morgan Stanley in Q1 2021 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s Morgan Stanley position peaked at $913K in Q2 2021.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.