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
2025 Q4	–	Sell	-5,500	Closed	-$35.2K	–	2710
2025 Q3	$35.2K	Buy	+5,500	New	+$812K	﹤0.01%	2470
2023 Q4	–	Sell	-14,200	Closed	-$11.6K	–	2413
2023 Q3	$11.6K	Buy	+14,200	New	+$1.23M	﹤0.01%	2161
2021 Q2	–	Sell	-30,000	Closed	-$1K	–	2021
2021 Q1	$1K	Buy	+30,000	New	+$2.3M	﹤0.01%	1888

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

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.