Level Four Advisory Services’s Morgan Stanley MS Stock Holding History

Level Four Advisory Services’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	$13.9M	Buy	84,685 +5,614	+7%	+$972K	0.46%	38
2025 Q4	$14M	Sell	79,071 -24,815	-24%	-$4.14M	0.46%	38
2025 Q3	$16.5M	Sell	103,886 -3,628	-3%	-$536K	0.57%	28
2025 Q2	$15.1M	Buy	107,514 +1,123	+1%	+$138K	0.56%	30
2025 Q1	$12.4M	Sell	106,391 -6,979	-6%	-$899K	0.51%	32
2024 Q4	$14.3M	Buy	113,370 +4,007	+4%	+$493K	0.58%	30
2024 Q3	$12.7M	Buy	109,363 +3,820	+4%	+$385K	0.54%	31
2024 Q2	$10.3M	Buy	105,543 +54,776	+108%	+$5.21M	0.46%	38
2024 Q1	$4.73M	Buy	50,767 +3,101	+7%	+$273K	0.26%	102
2023 Q4	$4.44M	Buy	47,666 +1,223	+3%	+$97.8K	0.25%	109
2023 Q3	$3.79M	Buy	46,443 +1,181	+3%	+$103K	0.24%	108
2023 Q2	$3.87M	Buy	45,262 +1,685	+4%	+$144K	0.23%	105
2023 Q1	$3.83M	Buy	43,577 +2,092	+5%	+$195K	0.25%	98
2022 Q4	$3.53M	Sell	41,485 -3,630	-8%	-$309K	0.26%	90
2022 Q3	$3.56M	Sell	45,115 -392	-0.9%	-$33K	0.35%	76
2022 Q2	$3.46M	Buy	45,507 +2,160	+5%	+$177K	0.33%	85
2022 Q1	$3.79M	Buy	43,347 +1,103	+3%	+$106K	0.3%	91
2021 Q4	$4.15M	Sell	42,244 -852	-2%	-$84.9K	0.32%	83
2021 Q3	$4.19M	Sell	43,096 -3,911	-8%	-$388K	0.44%	58
2021 Q2	$4.31M	Buy	47,007 +341	+0.7%	+$29.2K	0.3%	76
2021 Q1	$3.62M	Buy	46,666 +2,069	+5%	+$159K	0.28%	91
2020 Q4	$3.06M	Sell	44,597 -3,985	-8%	-$229K	0.25%	110
2020 Q3	$2.35M	Sell	48,582 -4,841	-9%	-$244K	0.18%	130
2020 Q2	$2.58M	Buy	53,423 +3,992	+8%	+$168K	0.2%	126
2020 Q1	$1.68M	Buy	49,431 +2,934	+6%	+$138K	0.2%	123
2019 Q4	$13M	Buy	46,497 +7,654	+20%	+$362K	0.51%	54
2019 Q3	$1.66M	Buy	38,843 +1,939	+5%	+$82.9K	0.17%	138
2019 Q2	$1.62M	Sell	36,904 -563	-2%	-$25.1K	0.16%	141
2019 Q1	$1.58M	Buy	37,467 +1,555	+4%	+$65.4K	0.17%	137
2018 Q4	$1.42M	Sell	35,912 -2,366	-6%	-$103K	0.18%	125
2018 Q3	$1.78M	Buy	38,278 +3,358	+10%	+$164K	0.19%	126
2018 Q2	$1.66M	Buy	34,920 +2,714	+8%	+$142K	0.12%	168
2018 Q1	$1.74M	Sell	32,206 -1,807	-5%	-$100K	0.13%	149
2017 Q4	$1.78M	Buy	34,013 +2,439	+8%	+$123K	0.14%	137
2017 Q3	$1.52M	Buy	31,574 +14,896	+89%	+$691K	0.13%	147
2017 Q2	$696K	Sell	16,678 -12,094	-42%	-$521K	0.11%	203
2017 Q1	$1.21M	Buy	28,772 +1,656	+6%	+$73.5K	0.12%	173
2016 Q4	$1.15M	Buy	+27,116	New	+$1.03M	0.15%	153

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

Level Four Advisory Services's MS Position: Q1 2026 in Review

Level Four Advisory Services increased its Morgan Stanley (MS) stake by 7.1% in Q1 2026, buying an estimated $972K and bringing the position to 84,685 shares worth $13.9M. The position accounts for 0.46% of the portfolio, ranked #38.

Level Four Advisory Services first reported a position in MS in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.5M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Level Four Advisory Services held 84,685 shares of Morgan Stanley worth $13.9M as of Q1 2026.
Level Four Advisory Services bought 5,614 Morgan Stanley shares in Q1 2026, an estimated $972K.
Morgan Stanley made up 0.46% of Level Four Advisory Services's portfolio in Q1 2026, its #38 holding.
Level Four Advisory Services first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Morgan Stanley position peaked at $16.5M in Q3 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.