PAG
MS icon

Private Advisor Group’s Morgan Stanley MS Stock Holding History

Private Advisor 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 		$12.8M Sell
77,813
-4,161
-5% -$720K 0.06% 336
2025
Q4 		$14.6M Buy
81,974
+1,203
+1% +$201K 0.07% 296
2025
Q3 		$12.8M Buy
80,771
+4,940
+7% +$729K 0.06% 318
2025
Q2 		$10.7M Buy
75,831
+1,250
+2% +$154K 0.06% 341
2025
Q1 		$8.7M Buy
74,581
+2,295
+3% +$296K 0.05% 379
2024
Q4 		$9.09M Sell
72,286
-1,119
-2% -$138K 0.05% 350
2024
Q3 		$7.65M Buy
73,405
+1,408
+2% +$142K 0.05% 380
2024
Q2 		$7M Sell
71,997
-27,161
-27% -$2.59M 0.05% 367
2024
Q1 		$9.34M Buy
99,158
+10,859
+12% +$956K 0.07% 282
2023
Q4 		$8.23M Buy
88,299
+8,066
+10% +$645K 0.06% 294
2023
Q3 		$6.55M Buy
80,233
+513
+0.6% +$44.5K 0.06% 319
2023
Q2 		$6.92M Sell
79,720
-7,353
-8% -$629K 0.06% 296
2023
Q1 		$7.65M Sell
87,073
-4,294
-5% -$401K 0.07% 262
2022
Q4 		$1.99M Buy
91,367
+6,082
+7% +$518K 0.1% 211
2022
Q3 		$6.74M Buy
85,285
+10,944
+15% +$922K 0.08% 252
2022
Q2 		$5.65M Buy
74,341
+5,854
+9% +$480K 0.05% 373
2022
Q1 		$5.99M Buy
68,487
+8,159
+14% +$787K 0.05% 377
2021
Q4 		$5.92M Sell
60,328
-9,811
-14% -$977K 0.04% 400
2021
Q3 		$6.83M Buy
70,139
+29,896
+74% +$2.96M 0.04% 410
2021
Q2 		$3.69M Buy
40,243
+2,764
+7% +$237K 0.03% 510
2021
Q1 		$2.91M Sell
37,479
-5,999
-14% -$460K 0.03% 564
2020
Q4 		$2.98M Buy
43,478
+2,232
+5% +$128K 0.03% 514
2020
Q3 		$1.99M Sell
41,246
-106
-0.3% -$5.34K 0.03% 555
2020
Q2 		$2M Buy
41,352
+8,000
+24% +$336K 0.03% 541
2020
Q1 		$1.13M Buy
33,352
+3,607
+12% +$170K 0.02% 617
2019
Q4 		$1.52M Sell
29,745
-13,469
-31% -$638K 0.02% 618
2019
Q3 		$1.88M Sell
43,214
-1,362
-3% -$58.2K 0.03% 566
2019
Q2 		$1.95M Sell
44,576
-3,268
-7% -$146K 0.04% 493
2019
Q1 		$2.02M Sell
47,844
-3,061
-6% -$129K 0.04% 438
2018
Q4 		$2.02M Buy
50,905
+16,583
+48% +$724K 0.05% 382
2018
Q3 		$1.6M Buy
34,322
+7,216
+27% +$352K 0.03% 494
2018
Q2 		$1.29M Buy
27,106
+9,939
+58% +$519K 0.02% 403
2018
Q1 		$927K Sell
17,167
-8,190
-32% -$453K 0.04% 430
2017
Q4 		$1.34M Sell
25,357
-10,483
-29% -$530K 0.06% 340
2017
Q3 		$1.77M Buy
35,840
+2,500
+7% +$116K 0.04% 406
2017
Q2 		$1.53M Buy
33,340
+3,117
+10% +$134K 0.04% 423
2017
Q1 		$1.26M Buy
30,223
+5,358
+22% +$238K 0.04% 477
2016
Q4 		$1.09M Buy
24,865
+9,871
+66% +$373K 0.04% 477
2016
Q3 		$480K Sell
14,994
-29,351
-66% -$876K 0.02% 669
2016
Q2 		$1.13M Buy
44,345
+6,895
+18% +$180K 0.05% 381
2016
Q1 		$948K Buy
37,450
+11,677
+45% +$298K 0.05% 383
2015
Q4 		$820K Buy
25,773
+3,552
+16% +$118K 0.04% 433
2015
Q3 		$700K Buy
22,221
+6,879
+45% +$250K 0.04% 452
2015
Q2 		$595K Buy
15,342
+1,755
+13% +$66.8K 0.03% 534
2015
Q1 		$485K Buy
13,587
+551
+4% +$19.8K 0.03% 570
2014
Q4 		$506K Sell
13,036
-4,412
-25% -$157K 0.03% 533
2014
Q3 		$603K Sell
17,448
-572
-3% -$19.1K 0.04% 459
2014
Q2 		$583K Buy
18,020
+104
+0.6% +$3.21K 0.05% 441
2014
Q1 		$558K Buy
17,916
+652
+4% +$20.1K 0.06% 382
2013
Q4 		$542K Buy
+17,264
New +$513K 0.06% 370

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

Private Advisor Group's MS Position: Q1 2026 in Review

Private Advisor Group reduced its Morgan Stanley (MS) stake by 5.1% in Q1 2026, selling an estimated $720K and leaving 77,813 shares worth $12.8M. The position accounts for 0.06% of the portfolio, ranked #336.

Private Advisor Group first reported a position in MS in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.6M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Private Advisor Group held 77,813 shares of Morgan Stanley worth $12.8M as of Q1 2026.
  • Private Advisor Group sold 4,161 Morgan Stanley shares in Q1 2026, an estimated $720K.
  • Morgan Stanley made up 0.06% of Private Advisor Group's portfolio in Q1 2026, its #336 holding.
  • Private Advisor Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Morgan Stanley position peaked at $14.6M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.