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MainStreet Investment Advisors’s Morgan Stanley MS Stock Holding History

MainStreet Investment 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
2026
Q1 		$3.17M Sell
19,272
-1,329
-6% -$230K 0.48% 55
2025
Q4 		$3.66M Sell
20,601
-1,671
-8% -$279K 0.53% 51
2025
Q3 		$3.54M Sell
22,272
-1,614
-7% -$238K 0.48% 57
2025
Q2 		$3.36M Sell
23,886
-707
-3% -$86.8K 0.47% 57
2025
Q1 		$2.87M Sell
24,593
-762
-3% -$98.2K 0.42% 65
2024
Q4 		$3.19M Sell
25,355
-909
-3% -$112K 0.45% 63
2024
Q3 		$2.74M Sell
26,264
-9,287
-26% -$935K 0.36% 68
2024
Q2 		$3.46M Sell
35,551
-5,063
-12% -$482K 0.42% 63
2024
Q1 		$3.82M Sell
40,614
-5,276
-11% -$465K 0.46% 57
2023
Q4 		$4.28M Sell
45,890
-117
-0.3% -$9.36K 0.48% 56
2023
Q3 		$3.76M Buy
+46,007
New +$3.99M 0.44% 58
2023
Q2 		– Sell
-49,449
Closed -$4.34M – 184
2023
Q1 		$4.34M Buy
49,449
+1,001
+2% +$93.4K 0.47% 54
2022
Q4 		$4.12M Sell
48,448
-2,711
-5% -$231K 0.46% 60
2022
Q3 		$4.04M Sell
51,159
-53
-0.1% -$4.47K 0.49% 54
2022
Q2 		$3.9M Sell
51,212
-3,465
-6% -$284K 0.45% 61
2022
Q1 		$4.78M Sell
54,677
-170
-0.3% -$16.4K 0.45% 61
2021
Q4 		$5.38M Sell
54,847
-1,769
-3% -$176K 0.47% 59
2021
Q3 		$5.51M Sell
56,616
-4,223
-7% -$418K 0.53% 54
2021
Q2 		$5.58M Sell
60,839
-5,241
-8% -$449K 0.48% 58
2021
Q1 		$5.13M Buy
66,080
+63,159
+2,162% +$4.84M 0.43% 71
2020
Q4 		$200K Buy
+2,921
New +$168K 0.02% 181
2020
Q2 		– Sell
-9,208
Closed -$313K – 277
2020
Q1 		$313K Buy
+9,208
New +$434K 0.04% 203

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MainStreet Investment Advisors's MS Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its Morgan Stanley (MS) stake by 6.5% in Q1 2026, selling an estimated $230K and leaving 19,272 shares worth $3.17M. The position accounts for 0.48% of the portfolio, ranked #55.

MainStreet Investment Advisors first reported a position in MS in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.58M in Q2 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MainStreet Investment Advisors held 19,272 shares of Morgan Stanley worth $3.17M as of Q1 2026.
  • MainStreet Investment Advisors sold 1,329 Morgan Stanley shares in Q1 2026, an estimated $230K.
  • Morgan Stanley made up 0.48% of MainStreet Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • MainStreet Investment Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 22 quarters since.
  • MainStreet Investment Advisors's Morgan Stanley position peaked at $5.58M in Q2 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.