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Prudent Man Advisors’s Morgan Stanley MS Stock Holding History

Prudent Man 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 		$3.07M Buy
18,625
+6,643
+55% +$1.15M 0.92% 28
2025
Q4 		$2.13M Sell
11,982
-98
-0.8% -$16.3K 0.77% 25
2025
Q3 		$1.92M Sell
12,080
-4,564
-27% -$674K 0.71% 27
2025
Q2 		$2.34M Buy
16,644
+1,489
+10% +$183K 0.74% 24
2025
Q1 		$1.77M Buy
15,155
+136
+0.9% +$17.5K 0.64% 28
2024
Q4 		$1.89M Sell
15,019
-4,165
-22% -$513K 0.69% 24
2024
Q3 		$2M Sell
19,184
-2,749
-13% -$277K 0.67% 25
2024
Q2 		$2.13M Buy
21,933
+930
+4% +$88.5K 0.75% 23
2024
Q1 		$1.98M Sell
21,003
-1,098
-5% -$96.7K 0.74% 22
2023
Q4 		$2.06M Buy
22,101
+2,086
+10% +$167K 0.77% 19
2023
Q3 		$1.63M Sell
20,015
-2,746
-12% -$238K 0.65% 22
2023
Q2 		$1.94M Sell
22,761
-419
-2% -$35.8K 0.73% 20
2023
Q1 		$2.04M Sell
23,180
-353
-2% -$32.9K 0.8% 18
2022
Q4 		$2M Buy
23,533
+2,445
+12% +$208K 0.81% 17
2022
Q3 		$1.67M Buy
21,088
+765
+4% +$64.5K 0.79% 17
2022
Q2 		$1.55M Sell
20,323
-105
-0.5% -$8.6K 0.72% 18
2022
Q1 		$1.78M Sell
20,428
-1,469
-7% -$142K 0.72% 21
2021
Q4 		$2.15M Sell
21,897
-3,029
-12% -$302K 0.82% 16
2021
Q3 		$2.43M Sell
24,926
-319
-1% -$31.6K 0.92% 14
2021
Q2 		$2.31M Sell
25,245
-2,270
-8% -$195K 0.89% 13
2021
Q1 		$2.14M Buy
27,515
+952
+4% +$73K 0.9% 15
2020
Q4 		$1.82M Buy
26,563
+18
+0.1% +$1.03K 0.76% 17
2020
Q3 		$1.28M Buy
26,545
+2,972
+13% +$150K 0.68% 25
2020
Q2 		$1.14M Buy
+23,573
New +$990K 1.01% 22

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

Prudent Man Advisors's MS Position: Q1 2026 in Review

Prudent Man Advisors increased its Morgan Stanley (MS) stake by 55% in Q1 2026, buying an estimated $1.15M and bringing the position to 18,625 shares worth $3.07M. The position accounts for 0.92% of the portfolio, ranked #28.

Prudent Man Advisors first reported a position in MS in Q2 2020 and has held it in 24 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Prudent Man Advisors held 18,625 shares of Morgan Stanley worth $3.07M as of Q1 2026.
  • Prudent Man Advisors bought 6,643 Morgan Stanley shares in Q1 2026, an estimated $1.15M.
  • Morgan Stanley made up 0.92% of Prudent Man Advisors's portfolio in Q1 2026, its #28 holding.
  • Prudent Man Advisors first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.