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Purkiss Capital Advisors’s Morgan Stanley MS Stock Holding History

Purkiss Capital 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 		$413K Buy
2,507
+402
+19% +$69.6K 0.18% 99
2025
Q4 		$374K Buy
2,105
+15
+0.7% +$2.5K 0.18% 102
2025
Q3 		$332K Buy
2,090
+297
+17% +$43.9K 0.16% 112
2025
Q2 		$252K Buy
+1,793
New +$220K 0.14% 119

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

Purkiss Capital Advisors's MS Position: Q1 2026 in Review

Purkiss Capital Advisors increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $69.6K and bringing the position to 2,507 shares worth $413K. The position accounts for 0.18% of the portfolio, ranked #99.

Purkiss Capital Advisors first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Purkiss Capital Advisors held 2,507 shares of Morgan Stanley worth $413K as of Q1 2026.
  • Purkiss Capital Advisors bought 402 Morgan Stanley shares in Q1 2026, an estimated $69.6K.
  • Morgan Stanley made up 0.18% of Purkiss Capital Advisors's portfolio in Q1 2026, its #99 holding.
  • Purkiss Capital Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.