PFWA
MS icon

Paces Ferry Wealth Advisors’s Morgan Stanley MS Stock Holding History

Paces Ferry Wealth 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 		$520K Sell
3,159
-44
-1% -$7.62K 0.22% 58
2025
Q4 		$569K Sell
3,203
-34
-1% -$5.67K 0.23% 60
2025
Q3 		$515K Hold
3,237
– – 0.21% 62
2025
Q2 		$456K Sell
3,237
-82
-2% -$10.1K 0.21% 66
2025
Q1 		$387K Sell
3,319
-38
-1% -$4.9K 0.19% 73
2024
Q4 		$422K Sell
3,357
-17
-0.5% -$2.09K 0.21% 67
2024
Q3 		$352K Sell
3,374
-7
-0.2% -$705 0.2% 79
2024
Q2 		$329K Hold
3,381
– – 0.2% 83
2024
Q1 		$318K Sell
3,381
-141
-4% -$12.4K 0.2% 80
2023
Q4 		$328K Sell
3,522
-218
-6% -$17.4K 0.23% 82
2023
Q3 		$305K Sell
3,740
-31
-0.8% -$2.69K 0.24% 77
2023
Q2 		$322K Buy
3,771
+123
+3% +$10.5K 0.24% 77
2023
Q1 		$320K Buy
3,648
+96
+3% +$8.96K 0.26% 80
2022
Q4 		$302K Sell
3,552
-57
-2% -$4.86K 0.29% 78
2022
Q3 		$285K Buy
3,609
+13
+0.4% +$1.1K 0.31% 74
2022
Q2 		$274K Buy
3,596
+17
+0.5% +$1.39K 0.27% 80
2022
Q1 		$313K Sell
3,579
-50
-1% -$4.82K 0.25% 81
2021
Q4 		$356K Sell
3,629
-370
-9% -$36.9K 0.26% 81
2021
Q3 		$389K Sell
3,999
-1,408
-26% -$140K 0.31% 75
2021
Q2 		$496K Sell
5,407
-414
-7% -$35.5K 0.38% 62
2021
Q1 		$452K Sell
5,821
-196
-3% -$15K 0.39% 59
2020
Q4 		$412K Sell
6,017
-51
-0.8% -$2.93K 0.38% 66
2020
Q3 		$293K Buy
+6,068
New +$306K 0.26% 75

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

Paces Ferry Wealth Advisors's MS Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2026, selling an estimated $7.62K and leaving 3,159 shares worth $520K. The position accounts for 0.22% of the portfolio, ranked #58.

Paces Ferry Wealth Advisors first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $569K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Paces Ferry Wealth Advisors held 3,159 shares of Morgan Stanley worth $520K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 44 Morgan Stanley shares in Q1 2026, an estimated $7.62K.
  • Morgan Stanley made up 0.22% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Paces Ferry Wealth Advisors first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Morgan Stanley position peaked at $569K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.