Northern Financial Advisors’s Morgan Stanley MS Stock Holding History

Northern Financial 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	$900K	Buy	5,471 +3,062	+127%	+$530K	0.66%	47
2025 Q4	$428K	Sell	2,409 -2,942	-55%	-$491K	0.49%	58
2025 Q3	$851K	Buy	5,351 +24	+0.5%	+$3.54K	0.45%	59
2025 Q2	$750K	Buy	5,327 +91	+2%	+$11.2K	0.56%	51
2025 Q1	$611K	Sell	5,236 -102	-2%	-$13.1K	0.5%	60
2024 Q4	$671K	Sell	5,338 -68	-1%	-$8.38K	0.54%	55
2024 Q3	$564K	Buy	5,406 +107	+2%	+$10.8K	0.43%	71
2024 Q2	$515K	Sell	5,299 -9	-0.2%	-$857	0.41%	75
2024 Q1	$500K	Hold	5,308	–	–	0.39%	79
2023 Q4	$495K	Sell	5,308 -1,697	-24%	-$136K	0.42%	75
2023 Q3	$572K	Sell	7,005 -225	-3%	-$19.5K	0.52%	60
2023 Q2	$617K	Sell	7,230 -816	-10%	-$69.8K	0.54%	59
2023 Q1	$706K	Buy	8,046 +902	+13%	+$84.2K	0.67%	49
2022 Q4	$607K	Buy	+7,144	New	+$609K	0.69%	50

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

Northern Financial Advisors's MS Position: Q1 2026 in Review

Northern Financial Advisors increased its Morgan Stanley (MS) stake by 127% in Q1 2026, buying an estimated $530K and bringing the position to 5,471 shares worth $900K. The position accounts for 0.66% of the portfolio, ranked #47.

Northern Financial Advisors first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Northern Financial Advisors held 5,471 shares of Morgan Stanley worth $900K as of Q1 2026.
Northern Financial Advisors bought 3,062 Morgan Stanley shares in Q1 2026, an estimated $530K.
Morgan Stanley made up 0.66% of Northern Financial Advisors's portfolio in Q1 2026, its #47 holding.
Northern Financial Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.