MAM
MS icon

McLean Asset Management’s Morgan Stanley MS Stock Holding History

McLean Asset Management’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 		$504K Buy
3,062
+4
+0.1% +$693 0.09% 94
2025
Q4 		$553K Buy
3,058
+5
+0.2% +$834 0.1% 89
2025
Q3 		$483K Buy
3,053
+46
+2% +$6.79K 0.1% 92
2025
Q2 		$430K Buy
3,007
+73
+2% +$8.97K 0.11% 90
2025
Q1 		$294K Buy
2,934
+35
+1% +$4.51K 0.1% 110
2024
Q4 		$364K Buy
2,899
+53
+2% +$6.53K 0.11% 96
2024
Q3 		$307K Buy
2,846
+6
+0.2% +$604 0.09% 105
2024
Q2 		$294K Buy
2,840
+75
+3% +$7.14K 0.1% 111
2024
Q1 		$260K Sell
2,765
-24
-0.9% -$2.11K 0.09% 123
2023
Q4 		$260K Buy
2,789
+187
+7% +$15K 0.1% 120
2023
Q3 		$208K Buy
2,602
+51
+2% +$4.43K 0.09% 125
2023
Q2 		$218K Sell
2,551
-227
-8% -$19.4K 0.09% 119
2023
Q1 		$244K Sell
2,778
-140
-5% -$13.1K 0.1% 105
2022
Q4 		$248K Sell
2,918
-1
-0% -$85 0.08% 112
2022
Q3 		$230K Buy
2,919
+21
+0.7% +$1.77K 0.09% 111
2022
Q2 		$219K Buy
2,898
+23
+0.8% +$1.88K 0.09% 114
2022
Q1 		$251K Buy
2,875
+139
+5% +$13.4K 0.19% 101
2021
Q4 		$282K Sell
2,736
-56
-2% -$5.58K 0.11% 98
2021
Q3 		$289K Buy
2,792
+256
+10% +$25.4K 0.11% 96
2021
Q2 		$231K Buy
2,536
+51
+2% +$4.37K 0.1% 100
2021
Q1 		$204K Buy
+2,485
New +$190K 0.16% 101

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

McLean Asset Management's MS Position: Q1 2026 in Review

McLean Asset Management increased its Morgan Stanley (MS) stake by 0.13% in Q1 2026, buying an estimated $693 and bringing the position to 3,062 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #94.

McLean Asset Management first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $553K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • McLean Asset Management held 3,062 shares of Morgan Stanley worth $504K as of Q1 2026.
  • McLean Asset Management bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
  • Morgan Stanley made up 0.09% of McLean Asset Management's portfolio in Q1 2026, its #94 holding.
  • McLean Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
  • McLean Asset Management's Morgan Stanley position peaked at $553K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.