KCM Investment Advisors’s Morgan Stanley MS Stock Holding History

KCM 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	$3.1M	Sell	18,858 -1,222	-6%	-$212K	0.1%	121
2025 Q4	$3.56M	Sell	20,080 -678	-3%	-$113K	0.11%	116
2025 Q3	$3.3M	Buy	20,758 +205	+1%	+$30.3K	0.11%	118
2025 Q2	$2.9M	Sell	20,553 -1,976	-9%	-$243K	0.1%	133
2025 Q1	$2.63M	Sell	22,529 -630	-3%	-$81.2K	0.09%	135
2024 Q4	$2.91M	Sell	23,159 -2,319	-9%	-$286K	0.1%	129
2024 Q3	$2.66M	Sell	25,478 -338	-1%	-$34K	0.09%	141
2024 Q2	$2.51M	Sell	25,816 -1,840	-7%	-$175K	0.09%	137
2024 Q1	$2.6M	Sell	27,656 -1,299	-4%	-$114K	0.1%	133
2023 Q4	$2.7M	Sell	28,955 -1,817	-6%	-$145K	0.11%	128
2023 Q3	$2.51M	Sell	30,772 -1,023	-3%	-$88.8K	0.11%	132
2023 Q2	$2.72M	Sell	31,795 -1,631	-5%	-$139K	0.11%	134
2023 Q1	$2.93M	Sell	33,426 -1,635	-5%	-$153K	0.12%	135
2022 Q4	$2.98M	Buy	35,061 +968	+3%	+$82.5K	0.13%	129
2022 Q3	$2.69M	Sell	34,093 -569	-2%	-$48K	0.12%	131
2022 Q2	$2.64M	Sell	34,662 -1,213	-3%	-$99.4K	0.12%	131
2022 Q1	$3.13M	Sell	35,875 -1,288	-3%	-$124K	0.11%	131
2021 Q4	$3.65M	Buy	37,163 +1,417	+4%	+$141K	0.13%	128
2021 Q3	$3.48M	Sell	35,746 -611	-2%	-$60.5K	0.14%	116
2021 Q2	$3.33M	Sell	36,357 -1,526	-4%	-$131K	0.13%	116
2021 Q1	$2.94M	Buy	37,883 +2,185	+6%	+$167K	0.13%	122
2020 Q4	$2.45M	Sell	35,698 -238	-0.7%	-$13.7K	0.12%	124
2020 Q3	$1.74M	Sell	35,936 -1,059	-3%	-$53.3K	0.1%	137
2020 Q2	$1.79M	Sell	36,995 -3,450	-9%	-$145K	0.1%	136
2020 Q1	$1.38M	Sell	40,445 -8,198	-17%	-$386K	0.09%	134
2019 Q4	$2.49M	Sell	48,643 -636	-1%	-$30.1K	0.14%	121
2019 Q3	$2.1M	Sell	49,279 -2,373	-5%	-$101K	0.12%	128
2019 Q2	$2.26M	Sell	51,652 -1,379	-3%	-$61.5K	0.14%	127
2019 Q1	$2.24M	Buy	53,031 +5,171	+11%	+$218K	0.14%	126
2018 Q4	$1.9M	Sell	47,860 -1,523	-3%	-$66.5K	0.13%	150
2018 Q3	$2.3M	Sell	49,383 -8,532	-15%	-$417K	0.13%	143
2018 Q2	$2.75M	Sell	57,915 -2,775	-5%	-$145K	0.17%	125
2018 Q1	$3.27M	Sell	60,690 -1,042	-2%	-$57.7K	0.2%	116
2017 Q4	$3.24M	Sell	61,732 -8,416	-12%	-$426K	0.19%	125
2017 Q3	$3.38M	Sell	70,148 -3,928	-5%	-$182K	0.21%	118
2017 Q2	$3.3M	Sell	74,076 -6,274	-8%	-$271K	0.21%	124
2017 Q1	$3.44M	Sell	80,350 -1,563	-2%	-$69.4K	0.22%	115
2016 Q4	$3.46M	Buy	81,913 +3,987	+5%	+$151K	0.23%	114
2016 Q3	$2.5M	Buy	77,926 +997	+1%	+$29.7K	0.17%	143
2016 Q2	$2M	Buy	76,929 +5,595	+8%	+$146K	0.14%	172
2016 Q1	$1.78M	Sell	71,334 -1,653	-2%	-$42.2K	0.13%	180
2015 Q4	$2.32M	Sell	72,987 -8,363	-10%	-$278K	0.18%	138
2015 Q3	$2.56M	Buy	81,350 +2,148	+3%	+$78.2K	0.21%	133
2015 Q2	$3.07M	Buy	79,202 +5,395	+7%	+$205K	0.24%	119
2015 Q1	$2.63M	Buy	73,807 +29,987	+68%	+$1.08M	0.21%	130
2014 Q4	$1.7M	Buy	43,820 +9,585	+28%	+$341K	0.14%	180
2014 Q3	$1.18M	Buy	34,235 +4,960	+17%	+$165K	0.11%	215
2014 Q2	$946K	Buy	29,275 +13,150	+82%	+$405K	0.09%	233
2014 Q1	$503K	Buy	+16,125	New	+$498K	0.05%	291

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

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

KCM Investment Advisors reduced its Morgan Stanley (MS) stake by 6.1% in Q1 2026, selling an estimated $212K and leaving 18,858 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #121.

KCM Investment Advisors first reported a position in MS in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.65M in Q4 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

KCM Investment Advisors held 18,858 shares of Morgan Stanley worth $3.1M as of Q1 2026.
KCM Investment Advisors sold 1,222 Morgan Stanley shares in Q1 2026, an estimated $212K.
Morgan Stanley made up 0.1% of KCM Investment Advisors's portfolio in Q1 2026, its #121 holding.
KCM Investment Advisors first reported a position in Morgan Stanley in Q1 2014 and has held it in 49 quarters since.
KCM Investment Advisors's Morgan Stanley position peaked at $3.65M in Q4 2021.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.