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Mount Yale Investment Advisors’s Morgan Stanley MS Stock Holding History

Mount Yale 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 		$12.8M Buy
77,770
+19,520
+34% +$3.38M 0.3% 74
2025
Q4 		$10.3M Buy
58,250
+32,074
+123% +$5.35M 0.5% 43
2025
Q3 		$4.16M Buy
26,176
+19,182
+274% +$2.83M 0.29% 77
2025
Q2 		$985K Buy
6,994
+792
+13% +$97.3K 0.08% 206
2025
Q1 		$724K Sell
6,202
-767
-11% -$98.8K 0.06% 252
2024
Q4 		$876K Sell
6,969
-2,828
-29% -$348K 0.07% 226
2024
Q3 		$1.02M Sell
9,797
-1,025
-9% -$103K 0.1% 194
2024
Q2 		$1.05M Buy
10,822
+151
+1% +$14.4K 0.08% 199
2024
Q1 		$1M Buy
10,671
+6,244
+141% +$550K 0.08% 220
2023
Q4 		$413K Sell
4,427
-4,982
-53% -$399K 0.04% 354
2023
Q3 		$768K Buy
+9,409
New +$817K 0.08% 227
2022
Q1 		– Sell
-2,077
Closed -$204K – 489
2021
Q4 		$204K Sell
2,077
-3,202
-61% -$319K 0.02% 445
2021
Q3 		$514K Buy
5,279
+715
+16% +$70.8K 0.06% 280
2021
Q2 		$418K Sell
4,564
-2,141
-32% -$184K 0.05% 280
2021
Q1 		$521K Buy
6,705
+559
+9% +$42.8K 0.07% 263
2020
Q4 		$421K Sell
6,146
-93
-1% -$5.34K 0.06% 266
2020
Q3 		$302K Buy
+6,239
New +$314K 0.04% 279
2020
Q2 		– Sell
-6,136
Closed -$209K – 353
2020
Q1 		$209K Sell
6,136
-7,462
-55% -$351K 0.05% 266
2019
Q4 		$711K Buy
13,598
+627
+5% +$29.7K 0.12% 147
2019
Q3 		$636K Buy
12,971
+221
+2% +$9.45K 0.11% 155
2019
Q2 		$517K Sell
12,750
-456
-3% -$20.3K 0.1% 177
2019
Q1 		$557K Sell
13,206
-40
-0.3% -$1.68K 0.1% 155
2018
Q4 		$533K Buy
13,246
+1,863
+16% +$81.3K 0.11% 163
2018
Q3 		$531K Buy
11,383
+9,782
+611% +$478K 0.09% 165
2018
Q2 		$76K Sell
1,601
-410
-20% -$21.4K 0.01% 545
2018
Q1 		$109K Buy
+2,011
New +$111K 0.02% 428

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

Mount Yale Investment Advisors's MS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Morgan Stanley (MS) stake by 34% in Q1 2026, buying an estimated $3.38M and bringing the position to 77,770 shares worth $12.8M. The position accounts for 0.3% of the portfolio, ranked #74.

Mount Yale Investment Advisors first reported a position in MS in Q1 2018 and has held it in 26 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mount Yale Investment Advisors held 77,770 shares of Morgan Stanley worth $12.8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 19,520 Morgan Stanley shares in Q1 2026, an estimated $3.38M.
  • Morgan Stanley made up 0.3% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Mount Yale Investment Advisors first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.