Mill Creek Capital Advisors’s Morgan Stanley MS Stock Holding History

Mill Creek Capital 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	$596K	Buy	3,623 +12	+0.3%	+$2.08K	0.01%	148
2025 Q4	$641K	Sell	3,611 -14	-0.4%	-$2.33K	0.01%	145
2025 Q3	$576K	Buy	3,625 +1,014	+39%	+$150K	0.01%	152
2025 Q2	$368K	Sell	2,611 -1,178	-31%	-$145K	0.01%	190
2025 Q1	$442K	Buy	3,789 +286	+8%	+$36.9K	0.01%	173
2024 Q4	$440K	Sell	3,503 -203	-5%	-$25K	0.01%	174
2024 Q3	$386K	Sell	3,706 -1,377	-27%	-$139K	0.01%	183
2024 Q2	$494K	Buy	5,083 +937	+23%	+$89.2K	0.01%	165
2024 Q1	$390K	Buy	4,146 +161	+4%	+$14.2K	0.01%	172
2023 Q4	$372K	Sell	3,985 -359	-8%	-$28.7K	0.01%	174
2023 Q3	$355K	Sell	4,344 -732	-14%	-$63.6K	0.01%	160
2023 Q2	$433K	Buy	5,076 +979	+24%	+$83.7K	0.01%	159
2023 Q1	$360K	Buy	4,097 +369	+10%	+$34.4K	0.01%	172
2022 Q4	$317K	Buy	+3,728	New	+$318K	0.01%	171

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

Mill Creek Capital Advisors's MS Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Morgan Stanley (MS) stake by 0.33% in Q1 2026, buying an estimated $2.08K and bringing the position to 3,623 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #148.

Mill Creek Capital Advisors first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $641K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mill Creek Capital Advisors held 3,623 shares of Morgan Stanley worth $596K as of Q1 2026.
Mill Creek Capital Advisors bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
Morgan Stanley made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #148 holding.
Mill Creek Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Morgan Stanley position peaked at $641K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.