MeadowBrook Investment Advisors’s Morgan Stanley MS Stock Holding History

MeadowBrook Investment 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	$94.6K	Hold	575	–	–	0.08%	152
2025 Q4	$102K	Hold	575	–	–	0.09%	155
2025 Q3	$91.4K	Hold	575	–	–	0.08%	162
2025 Q2	$81K	Hold	575	–	–	0.07%	163
2025 Q1	$67.1K	Hold	575	–	–	0.06%	162
2024 Q4	$72.3K	Hold	575	–	–	0.06%	166
2024 Q3	$59.9K	Buy	575 +31	+6%	+$3.12K	0.05%	162
2024 Q2	$52.9K	Hold	544	–	–	0.05%	166
2024 Q1	$51.2K	Hold	544	–	–	0.05%	170
2023 Q4	$50.7K	Buy	+544	New	+$43.5K	0.05%	166

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

MeadowBrook Investment Advisors's MS Position: Q1 2026 in Review

MeadowBrook Investment Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 575 shares worth $94.6K. The position accounts for 0.08% of the portfolio, ranked #152.

MeadowBrook Investment Advisors first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $102K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

MeadowBrook Investment Advisors held 575 shares of Morgan Stanley worth $94.6K as of Q1 2026.
MeadowBrook Investment Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.08% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #152 holding.
MeadowBrook Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
MeadowBrook Investment Advisors's Morgan Stanley position peaked at $102K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.