Mattson Financial Services’s Morgan Stanley MS Stock Holding History

Mattson Financial 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	$4.8M	Sell	29,166 -65	-0.2%	-$11.3K	1.15%	19
2025 Q4	$5.19M	Sell	29,231 -2,120	-7%	-$354K	1.21%	16
2025 Q3	$4.98M	Sell	31,351 -92	-0.3%	-$13.6K	1.19%	15
2025 Q2	$4.43M	Sell	31,443 -276	-0.9%	-$33.9K	1.19%	19
2025 Q1	$3.7M	Buy	31,719 +439	+1%	+$56.6K	1.11%	22
2024 Q4	$3.26M	Sell	31,280 -2,581	-8%	-$318K	1.04%	27
2024 Q3	$3.29M	Sell	33,861 -213	-0.6%	-$21.4K	1.18%	19
2024 Q2	$3.31M	Buy	+34,074	New	+$3.24M	1.18%	19

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

Mattson Financial Services's MS Position: Q1 2026 in Review

Mattson Financial Services reduced its Morgan Stanley (MS) stake by 0.22% in Q1 2026, selling an estimated $11.3K and leaving 29,166 shares worth $4.8M. The position accounts for 1.15% of the portfolio, ranked #19.

Mattson Financial Services first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mattson Financial Services held 29,166 shares of Morgan Stanley worth $4.8M as of Q1 2026.
Mattson Financial Services sold 65 Morgan Stanley shares in Q1 2026, an estimated $11.3K.
Morgan Stanley made up 1.15% of Mattson Financial Services's portfolio in Q1 2026, its #19 holding.
Mattson Financial Services first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's Morgan Stanley position peaked at $5.19M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.