Meeder Advisory Services’s Morgan Stanley MS Stock Holding History

Meeder Advisory 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	$5.11M	Buy	31,032 +737	+2%	+$128K	0.21%	70
2025 Q4	$5.38M	Buy	30,295 +2,530	+9%	+$422K	0.23%	61
2025 Q3	$4.41M	Buy	27,765 +764	+3%	+$113K	0.21%	71
2025 Q2	$3.8M	Buy	27,001 +1,743	+7%	+$214K	0.2%	78
2025 Q1	$2.95M	Buy	25,258 +1,402	+6%	+$181K	0.18%	97
2024 Q4	$3M	Buy	23,856 +274	+1%	+$33.7K	0.19%	87
2024 Q3	$2.46M	Sell	23,582 -1,957	-8%	-$197K	0.16%	107
2024 Q2	$2.48M	Buy	25,539 +7,153	+39%	+$681K	0.18%	98
2024 Q1	$1.73M	Buy	18,386 +394	+2%	+$34.7K	0.18%	96
2023 Q4	$1.68M	Sell	17,992 -3,091	-15%	-$247K	0.19%	91
2023 Q3	$1.72M	Sell	21,083 -3,012	-13%	-$262K	0.22%	73
2023 Q2	$2.06M	Sell	24,095 -1,337	-5%	-$114K	0.22%	75
2023 Q1	$2.23M	Buy	25,432 +634	+3%	+$59.2K	0.26%	67
2022 Q4	$2.11M	Buy	+24,798	New	+$2.11M	0.27%	68

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

Meeder Advisory Services's MS Position: Q1 2026 in Review

Meeder Advisory Services increased its Morgan Stanley (MS) stake by 2.4% in Q1 2026, buying an estimated $128K and bringing the position to 31,032 shares worth $5.11M. The position accounts for 0.21% of the portfolio, ranked #70.

Meeder Advisory Services first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.38M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Meeder Advisory Services held 31,032 shares of Morgan Stanley worth $5.11M as of Q1 2026.
Meeder Advisory Services bought 737 Morgan Stanley shares in Q1 2026, an estimated $128K.
Morgan Stanley made up 0.21% of Meeder Advisory Services's portfolio in Q1 2026, its #70 holding.
Meeder Advisory Services first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Morgan Stanley position peaked at $5.38M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.