KIM
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Kestra Investment Management’s Morgan Stanley MS Stock Holding History

Kestra Investment Management’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 		$271K Buy
1,648
+481
+41% +$83.3K ﹤0.01% 382
2025
Q4 		$207K Buy
+1,167
New +$195K 0.01% 418
2025
Q3 		– Sell
-94
Closed -$11K – 804
2025
Q2 		$11K Hold
94
– – ﹤0.01% 700
2025
Q1 		$11K Sell
94
-647
-87% -$83.4K ﹤0.01% 614
2024
Q4 		$93.2K Buy
+741
New +$91.3K ﹤0.01% 445

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 Investment Management's MS Position: Q1 2026 in Review

Kestra Investment Management increased its Morgan Stanley (MS) stake by 41% in Q1 2026, buying an estimated $83.3K and bringing the position to 1,648 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Kestra Investment Management first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kestra Investment Management held 1,648 shares of Morgan Stanley worth $271K as of Q1 2026.
  • Kestra Investment Management bought 481 Morgan Stanley shares in Q1 2026, an estimated $83.3K.
  • Morgan Stanley made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #382 holding.
  • Kestra Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.