OneAscent Family Office’s Morgan Stanley MS Stock Holding History

OneAscent Family Office’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	$367K	Buy	2,232 +22	+1%	+$3.81K	0.26%	96
2025 Q4	$392K	Buy	2,210 +259	+13%	+$43.2K	0.27%	93
2025 Q3	$310K	Sell	1,951 -45	-2%	-$6.64K	0.25%	104
2025 Q2	$281K	Sell	1,996 -1,792	-47%	-$220K	0.27%	93
2025 Q1	$442K	Buy	3,788 +1,856	+96%	+$239K	0.41%	73
2024 Q4	$243K	Buy	+1,932	New	+$238K	0.44%	59

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

OneAscent Family Office's MS Position: Q1 2026 in Review

OneAscent Family Office increased its Morgan Stanley (MS) stake by 1% in Q1 2026, buying an estimated $3.81K and bringing the position to 2,232 shares worth $367K. The position accounts for 0.26% of the portfolio, ranked #96.

OneAscent Family Office first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

OneAscent Family Office held 2,232 shares of Morgan Stanley worth $367K as of Q1 2026.
OneAscent Family Office bought 22 Morgan Stanley shares in Q1 2026, an estimated $3.81K.
Morgan Stanley made up 0.26% of OneAscent Family Office's portfolio in Q1 2026, its #96 holding.
OneAscent Family Office first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Morgan Stanley position peaked at $442K in Q1 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.