Keystone Financial Group (Kentucky)’s Morgan Stanley MS Stock Holding History

Keystone Financial Group (Kentucky)’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	$571K	Buy	3,471 +1,764	+103%	+$305K	0.04%	274
2025 Q4	$303K	Buy	1,707 +7	+0.4%	+$1.17K	0.02%	352
2025 Q3	$270K	Buy	1,700 +103	+6%	+$15.2K	0.02%	346
2025 Q2	$225K	Buy	+1,597	New	+$196K	0.02%	371
2023 Q4	–	Sell	-2,886	Closed	-$236K	–	312
2023 Q3	$236K	Hold	2,886	–	–	0.04%	252
2023 Q2	$246K	Buy	+2,886	New	+$247K	0.04%	247
2022 Q4	$245K	Hold	2,886	–	–	0.05%	242
2022 Q3	$228K	Buy	2,886 +35	+1%	+$2.95K	0.05%	246
2022 Q2	$217K	Buy	2,851 +295	+12%	+$24.2K	0.04%	258
2022 Q1	$223K	Hold	2,556	–	–	0.04%	265
2021 Q4	$251K	Sell	2,556 -20	-0.8%	-$1.99K	0.04%	264
2021 Q3	$251K	Buy	2,576 +30	+1%	+$2.97K	0.05%	258
2021 Q2	$233K	Buy	+2,546	New	+$218K	0.04%	264

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MS Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Morgan Stanley (MS) stake by 103% in Q1 2026, buying an estimated $305K and bringing the position to 3,471 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #274.

Keystone Financial Group (Kentucky) first reported a position in MS in Q2 2021 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Keystone Financial Group (Kentucky) held 3,471 shares of Morgan Stanley worth $571K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 1,764 Morgan Stanley shares in Q1 2026, an estimated $305K.
Morgan Stanley made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #274 holding.
Keystone Financial Group (Kentucky) first reported a position in Morgan Stanley in Q2 2021 and has held it in 13 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.