NAAA
MS icon

New Age Alpha Advisors’s Morgan Stanley MS Stock Holding History

New Age Alpha 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 		$11.2M Sell
67,851
-1,764
-3% -$305K 0.52% 29
2025
Q4 		$12.4M Buy
69,615
+35,927
+107% +$5.99M 0.53% 31
2025
Q3 		$5.36M Sell
33,688
-658
-2% -$97.2K 0.22% 123
2025
Q2 		$4.84M Sell
34,346
-5,654
-14% -$694K 0.21% 129
2025
Q1 		$4.67M Buy
+40,000
New +$5.15M 0.21% 138
2024
Q2 		– Sell
-25,000
Closed -$2.38M – 117
2024
Q1 		$2.35M Hold
25,000
– – 1.39% 18
2023
Q4 		$2.33M Buy
+25,000
New +$2M 1.74% 16

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

New Age Alpha Advisors's MS Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Morgan Stanley (MS) stake by 2.5% in Q1 2026, selling an estimated $305K and leaving 67,851 shares worth $11.2M. The position accounts for 0.52% of the portfolio, ranked #29.

New Age Alpha Advisors first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • New Age Alpha Advisors held 67,851 shares of Morgan Stanley worth $11.2M as of Q1 2026.
  • New Age Alpha Advisors sold 1,764 Morgan Stanley shares in Q1 2026, an estimated $305K.
  • Morgan Stanley made up 0.52% of New Age Alpha Advisors's portfolio in Q1 2026, its #29 holding.
  • New Age Alpha Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Morgan Stanley position peaked at $12.4M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.