M1FG
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Mach-1 Financial Group’s Morgan Stanley MS Stock Holding History

Mach-1 Financial Group’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
Q2 		$479K Sell
2,292
-6,541
-74% -$1.3M 0.19% 67
2026
Q1 		$1.45M Sell
8,833
-8,660
-50% -$1.5M 0.51% 32
2025
Q4 		$3.11M Buy
+17,493
New +$2.92M 0.64% 34
2025
Q3 		– Sell
-16,962
Closed -$2.39M – 352
2025
Q2 		$2.39M Sell
16,962
-7,350
-30% -$903K 0.7% 32
2025
Q1 		$2.84M Buy
24,312
+19,508
+406% +$2.51M 0.85% 27
2024
Q4 		$604K Sell
4,804
-1,062
-18% -$131K 1.09% 20
2024
Q3 		$612K Sell
5,866
-176
-3% -$17.7K 0.38% 31
2024
Q2 		$587K Buy
6,042
+569
+10% +$54.2K 0.4% 30
2024
Q1 		$515K Sell
5,473
-11,405
-68% -$1M 0.39% 26
2023
Q4 		$1.57M Sell
16,878
-294
-2% -$23.5K 0.6% 46
2023
Q3 		$1.4M Sell
17,172
-12,998
-43% -$1.13M 0.58% 49
2023
Q2 		$2.58M Buy
30,170
+25,606
+561% +$2.19M 0.73% 25
2023
Q1 		$401K Sell
4,564
-9,727
-68% -$908K 2.55% 9
2022
Q4 		$1.21M Buy
14,291
+9,594
+204% +$818K 0.4% 38
2022
Q3 		$370K Sell
4,697
-21
-0.4% -$1.77K 0.39% 17
2022
Q2 		$357K Buy
4,718
+4,430
+1,538% +$363K 0.24% 23
2022
Q1 		$25K Hold
288
– – 0.02% 83
2021
Q4 		$28K Buy
+288
New +$28.7K 0.02% 73
2021
Q3 		– Sell
-288
Closed -$26K – 96
2021
Q2 		$26K Hold
288
– – 0.02% 59
2021
Q1 		$22K Buy
+288
New +$22.1K 0.02% 75

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mach-1 Financial Group's MS Position: Q2 2026 in Review

Mach-1 Financial Group reduced its Morgan Stanley (MS) stake by 74% in Q2 2026, selling an estimated $1.3M and leaving 2,292 shares worth $479K. The position accounts for 0.19% of the portfolio, ranked #67.

Mach-1 Financial Group first reported a position in MS in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.11M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mach-1 Financial Group held 2,292 shares of Morgan Stanley worth $479K as of Q2 2026.
  • Mach-1 Financial Group sold 6,541 Morgan Stanley shares in Q2 2026, an estimated $1.3M.
  • Morgan Stanley made up 0.19% of Mach-1 Financial Group's portfolio in Q2 2026, its #67 holding.
  • Mach-1 Financial Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 20 quarters since.
  • Mach-1 Financial Group's Morgan Stanley position peaked at $3.11M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.