Private Advisory Group’s Morgan Stanley MS Stock Holding History

Private 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
2026 Q1	$466K	Buy	2,831 +705	+33%	+$122K	0.03%	207
2025 Q4	$377K	Buy	2,126 +785	+59%	+$131K	0.03%	183
2025 Q3	$213K	Buy	+1,341	New	+$198K	0.02%	210
2025 Q2	–	Sell	-1,811	Closed	-$211K	–	237
2025 Q1	$211K	Buy	+1,811	New	+$233K	0.02%	190
2018 Q2	–	Sell	-8,629	Closed	-$466K	–	136
2018 Q1	$466K	Buy	8,629 +147	+2%	+$8.14K	0.29%	72
2017 Q4	$445K	Sell	8,482 -3,419	-29%	-$173K	0.24%	88
2017 Q3	$573K	Sell	11,901 -1,933,268	-99%	-$89.7M	0.34%	59
2017 Q2	$2.68M	Buy	1,945,169 +1,938,124	+27,511%	+$83.6M	1.6%	19
2017 Q1	$302K	Buy	7,045 +1,963	+39%	+$87.1K	0.2%	103
2016 Q4	$214K	Buy	+5,082	New	+$192K	0.15%	127

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 Advisory Group's MS Position: Q1 2026 in Review

Private Advisory Group increased its Morgan Stanley (MS) stake by 33% in Q1 2026, buying an estimated $122K and bringing the position to 2,831 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #207.

Private Advisory Group first reported a position in MS in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.68M in Q2 2017. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Private Advisory Group held 2,831 shares of Morgan Stanley worth $466K as of Q1 2026.
Private Advisory Group bought 705 Morgan Stanley shares in Q1 2026, an estimated $122K.
Morgan Stanley made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #207 holding.
Private Advisory Group first reported a position in Morgan Stanley in Q4 2016 and has held it in 10 quarters since.
Private Advisory Group's Morgan Stanley position peaked at $2.68M in Q2 2017.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.