NewEdge Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.4M | Sell |
245,197
-13,634
| -5% | -$2.36M | 0.15% | 147 |
|
|
2025
Q4 | $46M | Buy |
258,831
+104,437
| +68% | +$17.4M | 0.17% | 123 |
|
|
2025
Q3 | $24.5M | Buy |
154,394
+4,410
| +3% | +$651K | 0.11% | 179 |
|
|
2025
Q2 | $21.1M | Buy |
149,984
+5,787
| +4% | +$711K | 0.11% | 191 |
|
|
2025
Q1 | $16.8M | Buy |
144,197
+34,280
| +31% | +$4.42M | 0.1% | 207 |
|
|
2024
Q4 | $13.8M | Buy |
109,917
+1,882
| +2% | +$232K | 0.08% | 241 |
|
|
2024
Q3 | $11.3M | Buy |
108,035
+6,106
| +6% | +$615K | 0.07% | 262 |
|
|
2024
Q2 | $9.91M | Buy |
101,929
+3,777
| +4% | +$360K | 0.07% | 267 |
|
|
2024
Q1 | $9.24M | Sell |
98,152
-19,362
| -16% | -$1.71M | 0.08% | 244 |
|
|
2023
Q4 | $10.7M | Sell |
117,514
-322,915
| -73% | -$25.8M | 0.1% | 202 |
|
|
2023
Q3 | $36M | Sell |
440,429
-7,623
| -2% | -$662K | 0.4% | 59 |
|
|
2023
Q2 | $38.3M | Sell |
448,052
-3,147
| -0.7% | -$269K | 0.43% | 55 |
|
|
2023
Q1 | $39.6M | Sell |
451,199
-11,066
| -2% | -$1.03M | 0.5% | 43 |
|
|
2022
Q4 | $6.7M | Buy |
462,265
+25,146
| +6% | +$2.14M | 0.18% | 125 |
|
|
2022
Q3 | $34.5M | Buy |
437,119
+8,264
| +2% | +$697K | 0.57% | 36 |
|
|
2022
Q2 | $32.6M | Buy |
428,855
+28,366
| +7% | +$2.32M | 0.54% | 33 |
|
|
2022
Q1 | $35M | Buy |
400,489
+36,018
| +10% | +$3.47M | 0.56% | 41 |
|
|
2021
Q4 | $35.8M | Buy |
364,471
+37,234
| +11% | +$3.71M | 0.54% | 36 |
|
|
2021
Q3 | $31.8M | Buy |
327,237
+25,655
| +9% | +$2.54M | 0.79% | 22 |
|
|
2021
Q2 | $27.7M | Buy |
301,582
+19,293
| +7% | +$1.65M | 0.74% | 26 |
|
|
2021
Q1 | $21.9M | Buy |
282,289
+259,679
| +1,149% | +$19.9M | 0.65% | 37 |
|
|
2020
Q4 | $1.55M | Buy |
22,610
+1,535
| +7% | +$88.1K | 0.05% | 303 |
|
|
2020
Q3 | $1.02M | Sell |
21,075
-7,212
| -25% | -$363K | 0.04% | 380 |
|
|
2020
Q2 | $1.37M | Sell |
28,287
-4,442
| -14% | -$187K | 0.05% | 293 |
|
|
2020
Q1 | $1.11M | Buy |
32,729
+20,842
| +175% | +$982K | 0.05% | 290 |
|
|
2019
Q4 | $607K | Sell |
11,887
-185
| -2% | -$8.76K | 0.02% | 468 |
|
|
2019
Q3 | $517K | Buy |
12,072
+2,313
| +24% | +$98.9K | 0.02% | 479 |
|
|
2019
Q2 | $428K | Sell |
9,759
-1,610
| -14% | -$71.8K | 0.03% | 438 |
|
|
2019
Q1 | $480K | Buy |
11,369
+888
| +8% | +$37.4K | 0.03% | 411 |
|
|
2018
Q4 | $416 | Sell |
10,481
-402
| -4% | -$17.5K | 0.03% | 413 |
|
|
2018
Q3 | $507K | Buy |
10,883
+1,184
| +12% | +$57.8K | 0.04% | 355 |
|
|
2018
Q2 | $463 | Sell |
9,699
-948
| -9% | -$49.5K | 0.04% | 320 |
|
|
2018
Q1 | $561K | Buy |
10,647
+460
| +5% | +$25.5K | 0.06% | 253 |
|
|
2017
Q4 | $539K | Buy |
10,187
+4,352
| +75% | +$220K | 0.07% | 228 |
|
|
2017
Q3 | $288K | Buy |
5,835
+573
| +11% | +$26.6K | 0.04% | 287 |
|
|
2017
Q2 | $242K | Buy |
+5,262
| New | +$227K | 0.04% | 288 |
|
Other funds holding MS
VCM
VPM
NewEdge Advisors's MS Position: Q1 2026 in Review
NewEdge Advisors reduced its Morgan Stanley (MS) stake by 5.3% in Q1 2026, selling an estimated $2.36M and leaving 245,197 shares worth $40.4M. The position accounts for 0.15% of the portfolio, ranked #147.
NewEdge Advisors first reported a position in MS in Q2 2017 and has held it in 36 quarters since. The position peaked at $46M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- NewEdge Advisors held 245,197 shares of Morgan Stanley worth $40.4M as of Q1 2026.
- NewEdge Advisors sold 13,634 Morgan Stanley shares in Q1 2026, an estimated $2.36M.
- Morgan Stanley made up 0.15% of NewEdge Advisors's portfolio in Q1 2026, its #147 holding.
- NewEdge Advisors first reported a position in Morgan Stanley in Q2 2017 and has held it in 36 quarters since.
- NewEdge Advisors's Morgan Stanley position peaked at $46M in Q4 2025.
- 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.