MPS Loria Financial Planners’s Morgan Stanley MS Stock Holding History

MPS Loria Financial Planners’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	$251K	Buy	1,524 +6	+0.4%	+$1.04K	0.07%	80
2025 Q4	$270K	Buy	1,518 +186	+14%	+$31K	0.07%	77
2025 Q3	$212K	Buy	+1,332	New	+$197K	0.06%	81
2021 Q2	–	Sell	-1,239	Closed	-$96K	–	404
2021 Q1	$96K	Buy	1,239 +5	+0.4%	+$383	0.04%	116
2020 Q4	$84K	Buy	1,234 +1,079	+696%	+$61.9K	0.04%	126
2020 Q3	$8K	Buy	155 +1	+0.6%	+$50	﹤0.01%	249
2020 Q2	$7K	Buy	+154	New	+$6.47K	﹤0.01%	268
2017 Q3	–	Sell	-143	Closed	-$7K	–	246
2017 Q2	$7K	Buy	+143	New	+$6.17K	﹤0.01%	315

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

MPS Loria Financial Planners's MS Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Morgan Stanley (MS) stake by 0.4% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,524 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #80.

MPS Loria Financial Planners first reported a position in MS in Q2 2017 and has held it in 8 quarters since. The position peaked at $270K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

MPS Loria Financial Planners held 1,524 shares of Morgan Stanley worth $251K as of Q1 2026.
MPS Loria Financial Planners bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
Morgan Stanley made up 0.07% of MPS Loria Financial Planners's portfolio in Q1 2026, its #80 holding.
MPS Loria Financial Planners first reported a position in Morgan Stanley in Q2 2017 and has held it in 8 quarters since.
MPS Loria Financial Planners's Morgan Stanley position peaked at $270K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.