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Plante Moran Financial Advisors’s Morgan Stanley MS Stock Holding History

Plante Moran Financial 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 		$41.2K Sell
250
-435
-64% -$75.3K ﹤0.01% 341
2025
Q4 		$122K Sell
685
-9
-1% -$1.5K 0.01% 211
2025
Q3 		$110K Sell
694
-68
-9% -$10K 0.01% 231
2025
Q2 		$107K Buy
762
+9
+1% +$1.1K 0.01% 229
2025
Q1 		$87.9K Buy
753
+128
+20% +$16.5K 0.01% 263
2024
Q4 		$78.6K Sell
625
-58
-8% -$7.14K 0.01% 291
2024
Q3 		$71.2K Buy
683
+58
+9% +$5.84K 0.01% 335
2024
Q2 		$60.8K Buy
625
+395
+172% +$37.6K 0.01% 312
2024
Q1 		$21.7K Sell
230
-6
-3% -$528 ﹤0.01% 493
2023
Q4 		$22K Buy
236
+36
+18% +$2.88K ﹤0.01% 442
2023
Q3 		$16.4K Hold
200
– – ﹤0.01% 460
2023
Q2 		$17.1K Hold
200
– – ﹤0.01% 475
2023
Q1 		$17.6K Sell
200
-683
-77% -$63.7K ﹤0.01% 473
2022
Q4 		$75.1K Sell
883
-856
-49% -$73K 0.01% 261
2022
Q3 		$137K Hold
1,739
– – 0.02% 177
2022
Q2 		$132K Buy
1,739
+501
+40% +$41K 0.02% 189
2022
Q1 		$108K Buy
1,238
+205
+20% +$19.8K 0.02% 221
2021
Q4 		$101K Buy
1,033
+684
+196% +$68.1K 0.02% 251
2021
Q3 		$34K Sell
349
-81
-19% -$8.03K 0.01% 453
2021
Q2 		$39K Sell
430
-697
-62% -$59.8K 0.01% 424
2021
Q1 		$88K Buy
1,127
+753
+201% +$57.7K 0.02% 267
2020
Q4 		$26K Buy
374
+79
+27% +$4.53K 0.01% 474
2020
Q3 		$14K Hold
295
– – ﹤0.01% 560
2020
Q2 		$14K Buy
295
+231
+361% +$9.7K 0.01% 489
2020
Q1 		$2K Sell
64
-189
-75% -$8.9K ﹤0.01% 653
2019
Q4 		$13K Buy
253
+177
+233% +$8.38K ﹤0.01% 522
2019
Q3 		$3K Sell
76
-1,032
-93% -$44.1K ﹤0.01% 742
2019
Q2 		$49K Buy
1,108
+54
+5% +$2.41K 0.02% 346
2019
Q1 		$44K Buy
1,054
+995
+1,686% +$41.9K 0.01% 362
2018
Q4 		$2K Hold
59
– – ﹤0.01% 730
2018
Q3 		$3K Hold
59
– – ﹤0.01% 651
2018
Q2 		$3K Sell
59
-415
-88% -$21.7K ﹤0.01% 680
2018
Q1 		$26K Buy
474
+59
+14% +$3.27K 0.01% 461
2017
Q4 		$22K Hold
415
– – 0.01% 486
2017
Q3 		$20K Hold
415
– – 0.01% 461
2017
Q2 		$18K Sell
415
-29
-7% -$1.25K 0.01% 484
2017
Q1 		$19K Sell
444
-98
-18% -$4.35K 0.01% 488
2016
Q4 		$23K Hold
542
– – 0.01% 463
2016
Q3 		$17K Sell
542
-520
-49% -$15.5K 0.01% 518
2016
Q2 		$28K Buy
1,062
+520
+96% +$13.6K 0.02% 378
2016
Q1 		$14K Sell
542
-189
-26% -$4.82K 0.01% 436
2015
Q4 		$23K Sell
731
-542
-43% -$18K 0.02% 422
2015
Q3 		$40K Buy
1,273
+829
+187% +$30.2K 0.03% 297
2015
Q2 		$17K Hold
444
– – 0.01% 444
2015
Q1 		$16K Hold
444
– – 0.01% 439
2014
Q4 		$17K Hold
444
– – 0.01% 436
2014
Q3 		$15K Sell
444
-1,679
-79% -$55.9K 0.01% 454
2014
Q2 		$69K Buy
2,123
+2,044
+2,587% +$63K 0.06% 188
2014
Q1 		$2K Sell
79
-3,651
-98% -$113K ﹤0.01% 558
2013
Q4 		$117K Buy
3,730
+1,149
+45% +$34.2K 0.07% 137
2013
Q3 		$70K Buy
+2,581
New +$69.3K 0.04% 159

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

Plante Moran Financial Advisors's MS Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Morgan Stanley (MS) stake by 64% in Q1 2026, selling an estimated $75.3K and leaving 250 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Plante Moran Financial Advisors first reported a position in MS in Q3 2013 and has held it in 51 quarters since. The position peaked at $137K in Q3 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Plante Moran Financial Advisors held 250 shares of Morgan Stanley worth $41.2K as of Q1 2026.
  • Plante Moran Financial Advisors sold 435 Morgan Stanley shares in Q1 2026, an estimated $75.3K.
  • Morgan Stanley made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #341 holding.
  • Plante Moran Financial Advisors first reported a position in Morgan Stanley in Q3 2013 and has held it in 51 quarters since.
  • Plante Moran Financial Advisors's Morgan Stanley position peaked at $137K in Q3 2022.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.