Kovack Advisors’s Morgan Stanley MS Stock Holding History

Kovack Advisors’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
2019 Q4	–	Sell	-1	Closed	-$2K	–	530
2019 Q3	$2K	Hold	1	–	–	﹤0.01%	499
2019 Q2	$2K	Hold	1	–	–	﹤0.01%	464
2019 Q1	$2K	Buy	+1	New	+$42	﹤0.01%	444
2018 Q4	–	Sell	-1	Closed	-$2K	–	466
2018 Q3	$2K	Buy	+1	New	+$49	﹤0.01%	448
2017 Q4	–	Sell	-1	Closed	-$1K	–	492
2017 Q3	$1K	Buy	+1	New	+$46	﹤0.01%	360

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

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.