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MCF Advisors’s Morgan Stanley MS Stock Holding History

MCF 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 		$1.13M Buy
6,894
+1,954
+40% +$338K 0.05% 156
2025
Q4 		$877K Buy
4,940
+581
+13% +$96.9K 0.05% 148
2025
Q3 		$693K Buy
4,359
+34
+0.8% +$5.02K 0.04% 135
2025
Q2 		$609K Buy
4,325
+105
+2% +$12.9K 0.04% 132
2025
Q1 		$492K Sell
4,220
-53
-1% -$6.83K 0.04% 149
2024
Q4 		$537K Buy
4,273
+287
+7% +$35.3K 0.04% 135
2024
Q3 		$416K Buy
3,986
+112
+3% +$11.3K 0.03% 154
2024
Q2 		$377K Buy
3,874
+257
+7% +$24.5K 0.03% 160
2024
Q1 		$341K Sell
3,617
-160
-4% -$14.1K 0.03% 171
2023
Q4 		$352K Hold
3,777
– – 0.03% 165
2023
Q3 		$308K Hold
3,777
– – 0.03% 169
2023
Q2 		$323K Hold
3,777
– – 0.03% 165
2023
Q1 		$333K Sell
3,777
-81
-2% -$7.56K 0.03% 160
2022
Q4 		$328K Sell
3,858
-10
-0.3% -$852 0.03% 163
2022
Q3 		$306K Buy
3,868
+11
+0.3% +$927 0.03% 161
2022
Q2 		$293K Buy
3,857
+198
+5% +$16.2K 0.03% 150
2022
Q1 		$320K Buy
+3,659
New +$353K 0.03% 150
2021
Q4 		– Sell
-3,661
Closed -$356K – 447
2021
Q3 		$356K Buy
3,661
+98
+3% +$9.71K 0.04% 134
2021
Q2 		$327K Buy
3,563
+182
+5% +$15.6K 0.03% 133
2021
Q1 		$263K Hold
3,381
– – 0.03% 141
2020
Q4 		$232K Hold
3,381
– – 0.03% 132
2020
Q3 		$163K Sell
3,381
-200
-6% -$10.1K 0.02% 158
2020
Q2 		$173K Buy
3,581
+197
+6% +$8.27K 0.02% 148
2020
Q1 		$115K Sell
3,384
-325
-9% -$15.3K 0.02% 171
2019
Q4 		$190K Buy
3,709
+325
+10% +$15.4K 0.03% 154
2019
Q3 		$144K Hold
3,384
– – 0.02% 159
2019
Q2 		$148K Hold
3,384
– – 0.02% 161
2019
Q1 		$143K Hold
3,384
– – 0.02% 159
2018
Q4 		$134K Hold
3,384
– – 0.03% 152
2018
Q3 		$158K Hold
3,384
– – 0.03% 144
2018
Q2 		$160K Hold
3,384
– – 0.03% 137
2018
Q1 		$183K Hold
3,384
– – 0.04% 128
2017
Q4 		$178K Hold
3,384
– – 0.03% 133
2017
Q3 		$163K Buy
3,384
+200
+6% +$9.28K 0.03% 131
2017
Q2 		$142K Hold
3,184
– – 0.03% 135
2017
Q1 		$136K Sell
3,184
-309
-9% -$13.7K 0.03% 135
2016
Q4 		$148K Sell
3,493
-683
-16% -$25.8K 0.03% 117
2016
Q3 		$134K Buy
4,176
+26
+0.6% +$776 0.03% 121
2016
Q2 		$108K Sell
4,150
-3,158
-43% -$82.6K 0.03% 146
2016
Q1 		$183K Buy
7,308
+42
+0.6% +$1.07K 0.05% 96
2015
Q4 		$231K Buy
7,266
+32
+0.4% +$1.06K 0.06% 77
2015
Q3 		$228K Buy
7,234
+27
+0.4% +$983 0.06% 81
2015
Q2 		$280K Buy
7,207
+337
+5% +$12.8K 0.07% 70
2015
Q1 		$245K Buy
6,870
+19
+0.3% +$682 0.06% 71
2014
Q4 		$266K Buy
6,851
+19
+0.3% +$676 0.07% 69
2014
Q3 		$213K Buy
6,832
+21
+0.3% +$700 0.06% 82
2014
Q2 		$212K Buy
6,811
+23
+0.3% +$709 0.07% 80
2014
Q1 		$212K Buy
6,788
+11
+0.2% +$340 0.07% 81
2013
Q4 		$211K Sell
6,777
-1,625
-19% -$48.3K 0.07% 77
2013
Q3 		$262K Buy
8,402
+16
+0.2% +$429 0.14% 67
2013
Q2 		$261K Buy
+8,386
New +$199K 0.16% 61

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

MCF Advisors's MS Position: Q1 2026 in Review

MCF Advisors increased its Morgan Stanley (MS) stake by 40% in Q1 2026, buying an estimated $338K and bringing the position to 6,894 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #156.

MCF Advisors first reported a position in MS in Q2 2013 and has held it in 51 quarters since. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MCF Advisors held 6,894 shares of Morgan Stanley worth $1.13M as of Q1 2026.
  • MCF Advisors bought 1,954 Morgan Stanley shares in Q1 2026, an estimated $338K.
  • Morgan Stanley made up 0.05% of MCF Advisors's portfolio in Q1 2026, its #156 holding.
  • MCF Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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