Mosaic Financial Group’s Morgan Stanley MS Stock Holding History

Mosaic Financial 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	$359K	Buy	2,179 +12	+0.6%	+$2.08K	0.25%	80
2025 Q4	$385K	Hold	2,167	–	–	0.26%	83
2025 Q3	$344K	Hold	2,167	–	–	0.24%	82
2025 Q2	$305K	Sell	2,167 -27	-1%	-$3.32K	0.23%	89
2025 Q1	$256K	Sell	2,194 -358	-14%	-$46.1K	0.21%	96
2024 Q4	$321K	Buy	2,552 +258	+11%	+$31.8K	0.23%	83
2024 Q3	$239K	Sell	2,294 -200	-8%	-$20.1K	0.17%	108
2024 Q2	$242K	Sell	2,494 -1,298	-34%	-$124K	0.17%	104
2024 Q1	$357K	Buy	+3,792	New	+$334K	0.29%	71

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

Mosaic Financial Group's MS Position: Q1 2026 in Review

Mosaic Financial Group increased its Morgan Stanley (MS) stake by 0.55% in Q1 2026, buying an estimated $2.08K and bringing the position to 2,179 shares worth $359K. The position accounts for 0.25% of the portfolio, ranked #80.

Mosaic Financial Group first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Mosaic Financial Group held 2,179 shares of Morgan Stanley worth $359K as of Q1 2026.
Mosaic Financial Group bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
Morgan Stanley made up 0.25% of Mosaic Financial Group's portfolio in Q1 2026, its #80 holding.
Mosaic Financial Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Morgan Stanley position peaked at $385K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.