Kovack Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $807K | Sell |
4,873
-483
| -9% | -$83.6K | 0.04% | 436 |
|
|
2025
Q4 | $951K | Buy |
5,356
+2,272
| +74% | +$379K | 0.04% | 396 |
|
|
2025
Q3 | $490K | Sell |
3,084
-232
| -7% | -$34.3K | 0.05% | 334 |
|
|
2025
Q2 | $467K | Sell |
3,316
-2,306
| -41% | -$283K | 0.05% | 347 |
|
|
2025
Q1 | $656K | Sell |
5,622
-459
| -8% | -$59.1K | 0.07% | 240 |
|
|
2024
Q4 | $765K | Buy |
6,081
+2,609
| +75% | +$321K | 0.08% | 215 |
|
|
2024
Q3 | $362K | Sell |
3,472
-42
| -1% | -$4.23K | 0.04% | 389 |
|
|
2024
Q2 | $342K | Sell |
3,514
-344
| -9% | -$32.7K | 0.04% | 390 |
|
|
2024
Q1 | $363K | Sell |
3,858
-2,683
| -41% | -$236K | 0.04% | 314 |
|
|
2023
Q4 | $610K | Buy |
6,541
+1,091
| +20% | +$87.3K | 0.07% | 260 |
|
|
2023
Q3 | $445K | Buy |
5,450
+70
| +1% | +$6.08K | 0.06% | 282 |
|
|
2023
Q2 | $459K | Sell |
5,380
-910
| -14% | -$77.8K | 0.06% | 313 |
|
|
2023
Q1 | $552K | Sell |
6,290
-780
| -11% | -$72.8K | 0.08% | 274 |
|
|
2022
Q4 | $601K | Sell |
7,070
-736
| -9% | -$62.7K | 0.09% | 241 |
|
|
2022
Q3 | $617K | Buy |
7,806
+156
| +2% | +$13.1K | 0.09% | 239 |
|
|
2022
Q2 | $582K | Buy |
7,650
+274
| +4% | +$22.4K | 0.08% | 277 |
|
|
2022
Q1 | $644K | Buy |
7,376
+1,596
| +28% | +$154K | 0.07% | 327 |
|
|
2021
Q4 | $567K | Buy |
5,780
+1,703
| +42% | +$170K | 0.05% | 360 |
|
|
2021
Q3 | $397K | Buy |
4,077
+210
| +5% | +$20.8K | 0.04% | 430 |
|
|
2021
Q2 | $355K | Sell |
3,867
-844
| -18% | -$72.4K | 0.04% | 449 |
|
|
2021
Q1 | $366K | Sell |
4,711
-1,150
| -20% | -$88.1K | 0.05% | 391 |
|
|
2020
Q4 | $402K | Buy |
5,861
+729
| +14% | +$41.8K | 0.06% | 331 |
|
|
2020
Q3 | $248K | Buy |
+5,132
| New | +$259K | 0.04% | 362 |
|
|
2020
Q1 | – | Sell |
-5,074
| Closed | -$259K | – | 523 |
|
|
2019
Q4 | $259K | Sell |
5,074
-1,298
| -20% | -$61.4K | 0.05% | 391 |
|
|
2019
Q3 | $272K | Sell |
6,372
-24
| -0.4% | -$1.03K | 0.06% | 357 |
|
|
2019
Q2 | $280K | Sell |
6,396
-319
| -5% | -$14.2K | 0.06% | 318 |
|
|
2019
Q1 | $283K | Sell |
6,715
-204
| -3% | -$8.59K | 0.07% | 303 |
|
|
2018
Q4 | $274K | Buy |
6,919
+172
| +3% | +$7.51K | 0.08% | 278 |
|
|
2018
Q3 | $314K | Buy |
+6,747
| New | +$329K | 0.08% | 285 |
|
|
2017
Q4 | – | Sell |
-4,935
| Closed | -$238K | – | 493 |
|
|
2017
Q3 | $238K | Sell |
4,935
-124
| -2% | -$5.75K | 0.08% | 283 |
|
|
2017
Q2 | $225K | Buy |
5,059
+342
| +7% | +$14.7K | 0.07% | 309 |
|
|
2017
Q1 | $202K | Buy |
+4,717
| New | +$209K | 0.08% | 265 |
|
Other funds holding MS
VCM
VPM
Kovack Advisors's MS Position: Q1 2026 in Review
Kovack Advisors reduced its Morgan Stanley (MS) stake by 9% in Q1 2026, selling an estimated $83.6K and leaving 4,873 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #436.
Kovack Advisors first reported a position in MS in Q1 2017 and has held it in 32 quarters since. The position peaked at $951K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Kovack Advisors held 4,873 shares of Morgan Stanley worth $807K as of Q1 2026.
- Kovack Advisors sold 483 Morgan Stanley shares in Q1 2026, an estimated $83.6K.
- Morgan Stanley made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #436 holding.
- Kovack Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 32 quarters since.
- Kovack Advisors's Morgan Stanley position peaked at $951K in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.