Paladin Advisory Group’s Morgan Stanley MS Stock Holding History

Paladin Advisory Group’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	$166K	Sell	1,011 -145	-13%	-$25.1K	0.13%	94
2025 Q4	$205K	Hold	1,156	–	–	0.15%	84
2025 Q3	$184K	Hold	1,156	–	–	0.14%	81
2025 Q2	$163K	Hold	1,156	–	–	0.12%	92
2025 Q1	$135K	Hold	1,156	–	–	0.11%	100
2024 Q4	$145K	Hold	1,156	–	–	0.11%	99
2024 Q3	$121K	Hold	1,156	–	–	0.09%	105
2024 Q2	$115K	Hold	1,156	–	–	0.09%	110
2024 Q1	$108K	Hold	1,156	–	–	0.09%	108
2023 Q4	$108K	Hold	1,156	–	–	0.09%	109
2023 Q3	$94.4K	Hold	1,156	–	–	0.08%	120
2023 Q2	$98.7K	Hold	1,156	–	–	0.08%	123
2023 Q1	$101K	Buy	+1,156	New	+$108K	0.08%	125
2022 Q2	–	Sell	-1,488	Closed	-$122K	–	430
2022 Q1	$129K	Buy	+1,488	New	+$144K	0.11%	116

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

Paladin Advisory Group's MS Position: Q1 2026 in Review

Paladin Advisory Group reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $25.1K and leaving 1,011 shares worth $166K. The position accounts for 0.13% of the portfolio, ranked #94.

Paladin Advisory Group first reported a position in MS in Q1 2022 and has held it in 14 quarters since. The position peaked at $205K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Paladin Advisory Group held 1,011 shares of Morgan Stanley worth $166K as of Q1 2026.
Paladin Advisory Group sold 145 Morgan Stanley shares in Q1 2026, an estimated $25.1K.
Morgan Stanley made up 0.13% of Paladin Advisory Group's portfolio in Q1 2026, its #94 holding.
Paladin Advisory Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Morgan Stanley position peaked at $205K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.