Laurel Wealth Advisors (North Carolina)’s Morgan Stanley MS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-323	Closed	-$57.3K	–	469
2025 Q4	$57.3K	Buy	+323	New	+$53.9K	0.01%	309
2025 Q2	–	Sell	-323	Closed	-$37.7K	–	488
2025 Q1	$37.7K	Hold	323	–	–	0.01%	341
2024 Q4	$40.6K	Hold	323	–	–	0.01%	329
2024 Q3	$33.7K	Buy	323 +219	+211%	+$22.1K	0.01%	347
2024 Q2	$10.1K	Hold	104	–	–	﹤0.01%	431
2024 Q1	$9.79K	Hold	104	–	–	﹤0.01%	435
2023 Q4	$9.7K	Hold	104	–	–	﹤0.01%	402
2023 Q3	$8.49K	Sell	104 -425	-80%	-$36.9K	﹤0.01%	417
2023 Q2	$45.2K	Buy	529 +425	+409%	+$36.3K	0.01%	294
2023 Q1	$9.13K	Hold	104	–	–	﹤0.01%	414
2022 Q4	$8.84K	Hold	104	–	–	﹤0.01%	393
2022 Q3	$8K	Hold	104	–	–	﹤0.01%	396
2022 Q2	$8K	Hold	104	–	–	﹤0.01%	400
2022 Q1	$9K	Hold	104	–	–	﹤0.01%	412
2021 Q4	$10K	Hold	104	–	–	﹤0.01%	409
2021 Q3	$10K	Hold	104	–	–	﹤0.01%	416
2021 Q2	$10K	Hold	104	–	–	﹤0.01%	461
2021 Q1	$8K	Hold	104	–	–	﹤0.01%	445
2020 Q4	$7K	Hold	104	–	–	﹤0.01%	439
2020 Q3	$5K	Hold	104	–	–	﹤0.01%	428
2020 Q2	$5K	Hold	104	–	–	﹤0.01%	418
2020 Q1	$4K	Hold	104	–	–	﹤0.01%	428
2019 Q4	$5K	Hold	104	–	–	﹤0.01%	442
2019 Q3	$4K	Buy	+104	New	+$4.45K	﹤0.01%	444

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 323 shares — an estimated $57.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MS in Q3 2019 and held it in 24 quarters. The position peaked at $57.3K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 323 Morgan Stanley shares in Q1 2026, an estimated $57.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in Morgan Stanley in Q3 2019 and held it in 24 quarters.
Laurel Wealth Advisors (North Carolina)'s Morgan Stanley position peaked at $57.3K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.