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Mason & Associates (California)’s Morgan Stanley MS Stock Holding History

Mason & Associates (California)’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
-3,248
Closed -$577K – 169
2025
Q4 		$577K Buy
3,248
+46
+1% +$7.67K 0.11% 98
2025
Q3 		$509K Hold
3,202
– – 0.1% 79
2025
Q2 		$451K Hold
3,202
– – 0.1% 80
2025
Q1 		$374K Buy
3,202
+25
+0.8% +$3.22K 0.09% 79
2024
Q4 		$399K Buy
3,177
+90
+3% +$11.1K 0.09% 78
2024
Q3 		$322K Buy
+3,087
New +$311K 0.08% 86

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

Mason & Associates (California)'s MS Position: Q1 2026 in Review

Mason & Associates (California) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,248 shares — an estimated $577K sold.

Mason & Associates (California) first reported a position in MS in Q3 2024 and held it in 6 quarters. The position peaked at $577K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mason & Associates (California) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 3,248 Morgan Stanley shares in Q1 2026, an estimated $577K.
  • Mason & Associates (California) first reported a position in Morgan Stanley in Q3 2024 and held it in 6 quarters.
  • Mason & Associates (California)'s Morgan Stanley position peaked at $577K in Q4 2025.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.