OneAscent Financial Services’s Morgan Stanley MS Stock Holding History

OneAscent Financial Services’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	$403K	Buy	2,448 +688	+39%	+$119K	0.02%	387
2025 Q4	$313K	Buy	+1,760	New	+$294K	0.03%	341
2025 Q3	–	Sell	-2,391	Closed	-$337K	–	494
2025 Q2	$337K	Sell	2,391 -1,633	-41%	-$201K	0.02%	383
2025 Q1	$466K	Buy	+4,024	New	+$519K	0.03%	346
2022 Q3	–	Sell	-4,571	Closed	-$348K	–	230
2022 Q2	$348K	Buy	4,571 +718	+19%	+$58.8K	0.16%	124
2022 Q1	$337K	Buy	3,853 +121	+3%	+$11.7K	0.24%	76
2021 Q4	$366K	Buy	+3,732	New	+$372K	0.7%	51
2021 Q1	$348K	Sell	4,480 -56	-1%	-$4.29K	0.34%	65
2020 Q4	$311K	Sell	4,536 -4,182	-48%	-$240K	0.33%	68
2020 Q3	$421K	Sell	8,718 -69	-0.8%	-$3.48K	0.22%	98
2020 Q2	$424K	Buy	8,787 +1,180	+16%	+$49.6K	0.28%	75
2020 Q1	$259K	Sell	7,607 -1,314	-15%	-$61.9K	0.2%	103
2019 Q4	$456K	Buy	+8,921	New	+$422K	0.25%	64
2019 Q3	–	Sell	-9,364	Closed	-$410K	–	126
2019 Q2	$410K	Buy	+9,364	New	+$418K	0.28%	73

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 Financial Services's MS Position: Q1 2026 in Review

OneAscent Financial Services increased its Morgan Stanley (MS) stake by 39% in Q1 2026, buying an estimated $119K and bringing the position to 2,448 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #387.

OneAscent Financial Services first reported a position in MS in Q2 2019 and has held it in 14 quarters since. The position peaked at $466K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

OneAscent Financial Services held 2,448 shares of Morgan Stanley worth $403K as of Q1 2026.
OneAscent Financial Services bought 688 Morgan Stanley shares in Q1 2026, an estimated $119K.
Morgan Stanley made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #387 holding.
OneAscent Financial Services first reported a position in Morgan Stanley in Q2 2019 and has held it in 14 quarters since.
OneAscent Financial Services's Morgan Stanley position peaked at $466K in Q1 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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