KAS
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Kestra Advisory Services’s Morgan Stanley MS Stock Holding History

Kestra 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 		$24M Buy
145,922
+176
+0.1% +$30.5K 0.09% 233
2025
Q4 		$25.9M Buy
145,746
+32,614
+29% +$5.44M 0.11% 194
2025
Q3 		$18M Buy
113,132
+2,380
+2% +$351K 0.08% 242
2025
Q2 		$15.6M Buy
110,752
+4,932
+5% +$606K 0.08% 261
2025
Q1 		$12.3M Buy
105,820
+628
+0.6% +$80.9K 0.06% 293
2024
Q4 		$13.2M Sell
105,192
-4,960
-5% -$611K 0.07% 280
2024
Q3 		$11.5M Sell
110,152
-772
-0.7% -$77.7K 0.06% 327
2024
Q2 		$10.6M Buy
110,924
+14,591
+15% +$1.39M 0.06% 350
2024
Q1 		$9.07M Buy
96,333
+12,574
+15% +$1.11M 0.06% 331
2023
Q4 		$7.81M Buy
83,759
+1,523
+2% +$122K 0.06% 327
2023
Q3 		$6.72M Buy
82,236
+25,195
+44% +$2.19M 0.07% 307
2023
Q2 		$4.87M Sell
57,041
-1,997
-3% -$171K 0.05% 380
2023
Q1 		$5.18M Sell
59,038
-30,039
-34% -$2.8M 0.06% 337
2022
Q4 		$7.57M Sell
89,077
-3,477
-4% -$296K 0.07% 315
2022
Q3 		$7.31M Sell
92,554
-5,321
-5% -$448K 0.08% 272
2022
Q2 		$7.44M Sell
97,875
-6,006
-6% -$492K 0.08% 267
2022
Q1 		$9.08M Buy
103,881
+22,847
+28% +$2.2M 0.09% 238
2021
Q4 		$7.95M Buy
81,034
+4,504
+6% +$449K 0.08% 267
2021
Q3 		$7.45M Buy
76,530
+4,225
+6% +$419K 0.07% 294
2021
Q2 		$6.63M Buy
72,305
+2,451
+4% +$210K 0.08% 292
2021
Q1 		$5.42M Buy
69,854
+34,893
+100% +$2.67M 0.07% 318
2020
Q4 		$2.37M Buy
34,961
+18,175
+108% +$1.04M 0.03% 541
2020
Q3 		$815K Buy
+16,786
New +$846K 0.02% 690

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

Kestra Advisory Services's MS Position: Q1 2026 in Review

Kestra Advisory Services increased its Morgan Stanley (MS) stake by 0.12% in Q1 2026, buying an estimated $30.5K and bringing the position to 145,922 shares worth $24M. The position accounts for 0.09% of the portfolio, ranked #233.

Kestra Advisory Services first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.9M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kestra Advisory Services held 145,922 shares of Morgan Stanley worth $24M as of Q1 2026.
  • Kestra Advisory Services bought 176 Morgan Stanley shares in Q1 2026, an estimated $30.5K.
  • Morgan Stanley made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #233 holding.
  • Kestra Advisory Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Morgan Stanley position peaked at $25.9M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.