KFAS
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Keating Financial Advisory Services’s Morgan Stanley MS Stock Holding History

Keating Financial Advisory Services’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 		$180K Buy
1,094
+113
+12% +$19.6K 0.03% 349
2025
Q4 		$174K Buy
+981
New +$164K 0.02% 395

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

Keating Financial Advisory Services's MS Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $19.6K and bringing the position to 1,094 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #349.

Keating Financial Advisory Services first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Keating Financial Advisory Services held 1,094 shares of Morgan Stanley worth $180K as of Q1 2026.
  • Keating Financial Advisory Services bought 113 Morgan Stanley shares in Q1 2026, an estimated $19.6K.
  • Morgan Stanley made up 0.03% of Keating Financial Advisory Services's portfolio in Q1 2026, its #349 holding.
  • Keating Financial Advisory Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.