Powell Investment Advisors’s Morgan Stanley MS Stock Holding History

Powell Investment 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	$758K	Buy	4,605 +27	+0.6%	+$4.67K	0.26%	58
2025 Q4	$813K	Buy	4,578 +27	+0.6%	+$4.5K	0.28%	53
2025 Q3	$723K	Buy	4,551 +31	+0.7%	+$4.58K	0.25%	62
2025 Q2	$637K	Buy	4,520 +31	+0.7%	+$3.81K	0.24%	63
2025 Q1	$524K	Buy	4,489 +29	+0.7%	+$3.74K	0.26%	59
2024 Q4	$561K	Buy	4,460 +30	+0.7%	+$3.69K	0.26%	58
2024 Q3	$462K	Buy	4,430 +95	+2%	+$9.57K	0.22%	67
2024 Q2	$421K	Buy	4,335 +36	+0.8%	+$3.43K	0.22%	69
2024 Q1	$405K	Buy	4,299 +42	+1%	+$3.7K	0.21%	70
2023 Q4	$397K	Buy	4,257 +45	+1%	+$3.6K	0.22%	71
2023 Q3	$344K	Buy	4,212 +41	+1%	+$3.56K	0.21%	75
2023 Q2	$356K	Buy	4,171 +38	+0.9%	+$3.25K	0.21%	75
2023 Q1	$363K	Buy	4,133 +32	+0.8%	+$2.99K	0.2%	76
2022 Q4	$349K	Buy	4,101 +35	+0.9%	+$2.98K	0.2%	81
2022 Q3	$321K	Buy	4,066 +1,362	+50%	+$115K	0.21%	80
2022 Q2	$206K	Buy	2,704 +24	+0.9%	+$1.97K	0.12%	103
2022 Q1	$234K	Buy	2,680 +43	+2%	+$4.15K	0.14%	91
2021 Q4	$259K	Buy	2,637 +18	+0.7%	+$1.79K	0.15%	88
2021 Q3	$255K	Buy	2,619 +18	+0.7%	+$1.78K	0.16%	87
2021 Q2	$239K	Buy	2,601 +10	+0.4%	+$857	0.15%	90
2021 Q1	$201K	Buy	+2,591	New	+$199K	0.13%	95

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

Powell Investment Advisors's MS Position: Q1 2026 in Review

Powell Investment Advisors increased its Morgan Stanley (MS) stake by 0.59% in Q1 2026, buying an estimated $4.67K and bringing the position to 4,605 shares worth $758K. The position accounts for 0.26% of the portfolio, ranked #58.

Powell Investment Advisors first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $813K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Powell Investment Advisors held 4,605 shares of Morgan Stanley worth $758K as of Q1 2026.
Powell Investment Advisors bought 27 Morgan Stanley shares in Q1 2026, an estimated $4.67K.
Morgan Stanley made up 0.26% of Powell Investment Advisors's portfolio in Q1 2026, its #58 holding.
Powell Investment Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Powell Investment Advisors's Morgan Stanley position peaked at $813K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.