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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
2024
Q3 		– Sell
-100
Closed -$152 – 586
2024
Q2 		$152 Buy
+100
New +$9.52K ﹤0.01% 543

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. 2,490 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.
  • 2,490 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.