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Mutual Advisors’s Morgan Stanley MS Stock Holding History

Mutual 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 		$2.6M Buy
15,827
+2,225
+16% +$385K 0.06% 322
2025
Q4 		$2.41M Buy
13,602
+370
+3% +$61.7K 0.05% 319
2025
Q3 		$2.11M Buy
13,232
+772
+6% +$114K 0.05% 349
2025
Q2 		$1.78M Buy
12,460
+1,132
+10% +$139K 0.04% 349
2025
Q1 		$1.31M Buy
11,328
+515
+5% +$66.4K 0.04% 376
2024
Q4 		$1.47M Sell
10,813
-3,575
-25% -$440K 0.04% 363
2024
Q3 		$1.71M Sell
14,388
-1,675
-10% -$169K 0.05% 312
2024
Q2 		$1.65M Buy
16,063
+3,240
+25% +$308K 0.05% 321
2024
Q1 		$1.21M Sell
12,823
-17,473
-58% -$1.54M 0.04% 425
2023
Q4 		$2.83M Buy
30,296
+6,196
+26% +$496K 0.1% 205
2023
Q3 		$1.97M Buy
24,100
+7,878
+49% +$684K 0.08% 243
2023
Q2 		$1.39M Buy
16,222
+4,892
+43% +$418K 0.05% 342
2023
Q1 		$995K Buy
11,330
+1,419
+14% +$132K 0.04% 425
2022
Q4 		$843K Buy
9,911
+1,141
+13% +$97.2K 0.04% 458
2022
Q3 		$693K Buy
8,770
+1,712
+24% +$144K 0.04% 475
2022
Q2 		$537K Buy
7,058
+286
+4% +$23.4K 0.04% 514
2022
Q1 		$592K Buy
6,772
+1,403
+26% +$135K 0.03% 527
2021
Q4 		$527K Sell
5,369
-473
-8% -$47.1K 0.03% 565
2021
Q3 		$568K Sell
5,842
-537
-8% -$53.2K 0.03% 508
2021
Q2 		$585K Buy
6,379
+368
+6% +$31.6K 0.03% 482
2021
Q1 		$467K Buy
6,011
+851
+16% +$65.2K 0.03% 501
2020
Q4 		$354K Buy
+5,160
New +$296K 0.03% 559

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

Mutual Advisors's MS Position: Q1 2026 in Review

Mutual Advisors increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $385K and bringing the position to 15,827 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #322.

Mutual Advisors first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.83M in Q4 2023. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Mutual Advisors held 15,827 shares of Morgan Stanley worth $2.6M as of Q1 2026.
  • Mutual Advisors bought 2,225 Morgan Stanley shares in Q1 2026, an estimated $385K.
  • Morgan Stanley made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #322 holding.
  • Mutual Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Mutual Advisors's Morgan Stanley position peaked at $2.83M in Q4 2023.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.