MEG
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Millstone Evans Group’s Morgan Stanley MS Stock Holding History

Millstone Evans Group’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 		$178K Hold
1,083
– – 0.11% 155
2025
Q4 		$192K Hold
1,083
– – 0.11% 145
2025
Q3 		$172K Hold
1,083
– – 0.11% 147
2025
Q2 		$153K Hold
1,083
– – 0.1% 150
2025
Q1 		$126K Hold
1,083
– – 0.09% 166
2024
Q4 		$136K Buy
+1,083
New +$133K 0.09% 150

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

Millstone Evans Group's MS Position: Q1 2026 in Review

Millstone Evans Group held its Morgan Stanley (MS) position steady in Q1 2026 at 1,083 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #155.

Millstone Evans Group first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Millstone Evans Group held 1,083 shares of Morgan Stanley worth $178K as of Q1 2026.
  • Millstone Evans Group left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.11% of Millstone Evans Group's portfolio in Q1 2026, its #155 holding.
  • Millstone Evans Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Morgan Stanley position peaked at $192K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.