PAG
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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
2023
Q1 		– Sell
-1,156
Closed -$98.3K – 413
2022
Q4 		$98.3K Hold
1,156
– – 0.08% 124
2022
Q3 		$91K Sell
1,156
-332
-22% -$28K 0.08% 128
2022
Q2 		$113K Buy
+1,488
New +$122K 0.1% 122
2022
Q1 		– Sell
-1,588
Closed -$155K – 427
2021
Q4 		$155K Buy
+1,588
New +$158K 0.13% 109

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

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. 2,489 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.
  • 2,489 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.