PMG
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ProVise Management Group’s Morgan Stanley MS Stock Holding History

ProVise Management 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 		$335K Buy
2,036
+12
+0.6% +$2.08K 0.02% 208
2025
Q4 		$359K Sell
2,024
-26
-1% -$4.34K 0.03% 200
2025
Q3 		$326K Buy
2,050
+249
+14% +$36.8K 0.02% 213
2025
Q2 		$254K Sell
1,801
-33
-2% -$4.05K 0.02% 233
2025
Q1 		$214K Buy
1,834
+2
+0.1% +$258 0.02% 236
2024
Q4 		$230K Buy
+1,832
New +$226K 0.02% 237
2022
Q1 		– Sell
-2,712
Closed -$266K – 403
2021
Q4 		$266K Sell
2,712
-93
-3% -$9.26K 0.02% 327
2021
Q3 		$273K Sell
2,805
-1,284
-31% -$127K 0.03% 302
2021
Q2 		$375K Sell
4,089
-82
-2% -$7.03K 0.04% 253
2021
Q1 		$324K Buy
4,171
+411
+11% +$31.5K 0.03% 269
2020
Q4 		$258K Buy
+3,760
New +$216K 0.03% 284
2017
Q3 		– Sell
-8,096
Closed -$361K – 331
2017
Q2 		$361K Sell
8,096
-990
-11% -$42.7K 0.05% 246
2017
Q1 		$389K Buy
9,086
+375
+4% +$16.6K 0.06% 232
2016
Q4 		$368K Sell
8,711
-1,038
-11% -$39.3K 0.06% 239
2016
Q3 		$313K Buy
+9,749
New +$291K 0.05% 257

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

ProVise Management Group's MS Position: Q1 2026 in Review

ProVise Management Group increased its Morgan Stanley (MS) stake by 0.59% in Q1 2026, buying an estimated $2.08K and bringing the position to 2,036 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #208.

ProVise Management Group first reported a position in MS in Q3 2016 and has held it in 15 quarters since. The position peaked at $389K in Q1 2017. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • ProVise Management Group held 2,036 shares of Morgan Stanley worth $335K as of Q1 2026.
  • ProVise Management Group bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
  • Morgan Stanley made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #208 holding.
  • ProVise Management Group first reported a position in Morgan Stanley in Q3 2016 and has held it in 15 quarters since.
  • ProVise Management Group's Morgan Stanley position peaked at $389K in Q1 2017.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.