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Mather Group’s Morgan Stanley MS Stock Holding History

Mather 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
Q1 		$2.17M Sell
13,187
-310
-2% -$53.7K 0.02% 221
2025
Q4 		$2.4M Buy
13,497
+591
+5% +$98.6K 0.02% 184
2025
Q3 		$2.05M Buy
12,906
+129
+1% +$19K 0.02% 197
2025
Q2 		$1.8M Buy
12,777
+647
+5% +$79.5K 0.02% 201
2025
Q1 		$1.42M Buy
12,130
+804
+7% +$104K 0.02% 213
2024
Q4 		$1.42M Buy
11,326
+285
+3% +$35.1K 0.02% 204
2024
Q3 		$1.15M Buy
11,041
+218
+2% +$22K 0.01% 226
2024
Q2 		$1.02M Buy
10,823
+1,345
+14% +$128K 0.01% 265
2024
Q1 		$884K Sell
9,478
-110
-1% -$9.69K 0.01% 241
2023
Q4 		$894K Sell
9,588
-2,250
-19% -$180K 0.01% 246
2023
Q3 		$967K Buy
11,838
+121
+1% +$10.5K 0.02% 220
2023
Q2 		$1M Sell
11,717
-215
-2% -$18.4K 0.02% 233
2023
Q1 		$1.05M Buy
11,932
+436
+4% +$40.7K 0.02% 207
2022
Q4 		$977K Buy
11,496
+793
+7% +$67.6K 0.02% 213
2022
Q3 		$845K Sell
10,703
-2,893
-21% -$244K 0.02% 218
2022
Q2 		$1.03M Sell
13,596
-182
-1% -$14.9K 0.02% 177
2022
Q1 		$1.2M Buy
13,778
+1,411
+11% +$136K 0.02% 150
2021
Q4 		$1.21M Buy
12,367
+7,617
+160% +$759K 0.02% 133
2021
Q3 		$462K Buy
4,750
+6
+0.1% +$594 0.01% 176
2021
Q2 		$435K Buy
4,744
+259
+6% +$22.2K 0.01% 173
2021
Q1 		$348K Buy
4,485
+1,298
+41% +$99.5K 0.01% 189
2020
Q4 		$218K Buy
+3,187
New +$183K 0.01% 228

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

Mather Group's MS Position: Q1 2026 in Review

Mather Group reduced its Morgan Stanley (MS) stake by 2.3% in Q1 2026, selling an estimated $53.7K and leaving 13,187 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #221.

Mather Group first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.4M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mather Group held 13,187 shares of Morgan Stanley worth $2.17M as of Q1 2026.
  • Mather Group sold 310 Morgan Stanley shares in Q1 2026, an estimated $53.7K.
  • Morgan Stanley made up 0.02% of Mather Group's portfolio in Q1 2026, its #221 holding.
  • Mather Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Mather Group's Morgan Stanley position peaked at $2.4M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.