KFI
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Key Financial Inc’s Morgan Stanley MS Stock Holding History

Key Financial Inc’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 		$538K Buy
3,269
+229
+8% +$39.6K 0.1% 172
2025
Q4 		$540K Buy
3,040
+106
+4% +$17.7K 0.1% 165
2025
Q3 		$460K Buy
2,934
+2
+0.1% +$295 0.09% 179
2025
Q2 		$413K Sell
2,932
-197
-6% -$24.2K 0.08% 187
2025
Q1 		$365K Buy
3,129
+2
+0.1% +$258 0.08% 191
2024
Q4 		$393K Buy
3,127
+310
+11% +$38.2K 0.09% 170
2024
Q3 		$294K Buy
2,817
+22
+0.8% +$2.22K 0.06% 208
2024
Q2 		$272K Buy
2,795
+203
+8% +$19.3K 0.07% 204
2024
Q1 		$244K Buy
2,592
+4
+0.2% +$352 0.06% 207
2023
Q4 		$241K Sell
2,588
-166
-6% -$13.3K 0.07% 196
2023
Q3 		$225K Buy
2,754
+3
+0.1% +$260 0.08% 187
2023
Q2 		$235K Buy
2,751
+175
+7% +$15K 0.08% 186
2023
Q1 		$226K Buy
2,576
+536
+26% +$50K 0.08% 181
2022
Q4 		$161K Hold
2,040
– – 0.08% 186
2022
Q3 		$161K Hold
2,040
– – 0.08% 188
2022
Q2 		$157K Hold
2,040
– – 0.09% 179
2022
Q1 		$178K Buy
2,040
+456
+29% +$44K 0.09% 179
2021
Q4 		$155K Hold
1,584
– – 0.08% 175
2021
Q3 		$154K Hold
1,584
– – 0.09% 174
2021
Q2 		$152K Buy
1,584
+200
+14% +$17.1K 0.08% 178
2021
Q1 		$107K Buy
1,384
+29
+2% +$2.22K 0.07% 187
2020
Q4 		$93K Buy
+1,355
New +$77.7K 0.07% 187
2020
Q2 		– Sell
-1,355
Closed -$47K – 424
2020
Q1 		$47K Buy
+1,355
New +$63.8K 0.05% 225

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

Key Financial Inc's MS Position: Q1 2026 in Review

Key Financial Inc increased its Morgan Stanley (MS) stake by 7.5% in Q1 2026, buying an estimated $39.6K and bringing the position to 3,269 shares worth $538K. The position accounts for 0.1% of the portfolio, ranked #172.

Key Financial Inc first reported a position in MS in Q1 2020 and has held it in 23 quarters since. The position peaked at $540K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Key Financial Inc held 3,269 shares of Morgan Stanley worth $538K as of Q1 2026.
  • Key Financial Inc bought 229 Morgan Stanley shares in Q1 2026, an estimated $39.6K.
  • Morgan Stanley made up 0.1% of Key Financial Inc's portfolio in Q1 2026, its #172 holding.
  • Key Financial Inc first reported a position in Morgan Stanley in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Morgan Stanley position peaked at $540K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.