Journey Advisory Group’s Morgan Stanley MS Stock Holding History

Journey Advisory Group’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	$270K	Sell	1,640 -1,868	-53%	-$323K	0.02%	222
2025 Q4	$623K	Buy	3,508 +50	+1%	+$8.34K	0.05%	177
2025 Q3	$550K	Hold	3,458	–	–	0.04%	184
2025 Q2	$487K	Hold	3,458	–	–	0.04%	201
2025 Q1	$403K	Sell	3,458 -62	-2%	-$7.99K	0.03%	212
2024 Q4	$342K	Hold	3,520	–	–	0.04%	182
2024 Q3	$342K	Hold	3,520	–	–	0.04%	182
2024 Q2	$342K	Hold	3,520	–	–	0.04%	182
2024 Q1	$331K	Buy	3,520 +182	+5%	+$16K	0.04%	190
2023 Q4	$311K	Buy	3,338 +1	+0%	+$80	0.04%	174
2023 Q3	$273K	Hold	3,337	–	–	0.04%	183
2023 Q2	$285K	Buy	3,337 +150	+5%	+$12.8K	0.04%	183
2023 Q1	$280K	Buy	+3,187	New	+$297K	0.04%	192
2022 Q4	–	Sell	-2,300	Closed	-$182K	–	234
2022 Q3	$182K	Buy	+2,300	New	+$194K	0.05%	229

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

Journey Advisory Group's MS Position: Q1 2026 in Review

Journey Advisory Group reduced its Morgan Stanley (MS) stake by 53% in Q1 2026, selling an estimated $323K and leaving 1,640 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #222.

Journey Advisory Group first reported a position in MS in Q3 2022 and has held it in 14 quarters since. The position peaked at $623K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Journey Advisory Group held 1,640 shares of Morgan Stanley worth $270K as of Q1 2026.
Journey Advisory Group sold 1,868 Morgan Stanley shares in Q1 2026, an estimated $323K.
Morgan Stanley made up 0.02% of Journey Advisory Group's portfolio in Q1 2026, its #222 holding.
Journey Advisory Group first reported a position in Morgan Stanley in Q3 2022 and has held it in 14 quarters since.
Journey Advisory Group's Morgan Stanley position peaked at $623K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.