Quattro Advisors’s Morgan Stanley MS Stock Holding History

Quattro 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	–	Sell	-25	Closed	-$4.48K	–	339
2025 Q4	$4.48K	Buy	+25	New	+$4.17K	﹤0.01%	314

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quattro Advisors's MS Position: Q1 2026 in Review

Quattro Advisors sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 25 shares — an estimated $4.48K sold.

Quattro Advisors first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $4.48K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Quattro Advisors reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Quattro Advisors sold 25 Morgan Stanley shares in Q1 2026, an estimated $4.48K.
Quattro Advisors first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Quattro Advisors's Morgan Stanley position peaked at $4.48K in Q4 2025.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Quattro Advisors's 13F filing for Q1 2026, filed 15 May 2026.