KFA
MS icon

Kelleher Financial Advisors’s Morgan Stanley MS Stock Holding History

Kelleher Financial 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 		$109K Sell
724
-6
-0.8% -$1.04K 0.03% 276
2025
Q4 		$130K Buy
730
+18
+3% +$3K 0.03% 272
2025
Q3 		$113K Buy
+712
New +$105K 0.03% 236

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

Kelleher Financial Advisors's MS Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Morgan Stanley (MS) stake by 0.82% in Q1 2026, selling an estimated $1.04K and leaving 724 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #276.

Kelleher Financial Advisors first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kelleher Financial Advisors held 724 shares of Morgan Stanley worth $109K as of Q1 2026.
  • Kelleher Financial Advisors sold 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
  • Morgan Stanley made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #276 holding.
  • Kelleher Financial Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Morgan Stanley position peaked at $130K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.