Regal Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
8,941
+224
| +3% | +$38.8K | 0.08% | 232 |
|
|
2025
Q4 | $1.55M | Sell |
8,717
-348
| -4% | -$58K | 0.09% | 226 |
|
|
2025
Q3 | $1.44M | Sell |
9,065
-614
| -6% | -$90.7K | 0.09% | 213 |
|
|
2025
Q2 | $1.36M | Sell |
9,679
-3,951
| -29% | -$485K | 0.1% | 193 |
|
|
2025
Q1 | $1.59M | Sell |
13,630
-7,365
| -35% | -$949K | 0.13% | 168 |
|
|
2024
Q4 | $2.64M | Buy |
20,995
+13,087
| +165% | +$1.61M | 0.2% | 128 |
|
|
2024
Q3 | $824K | Buy |
7,908
+823
| +12% | +$82.9K | 0.06% | 275 |
|
|
2024
Q2 | $689K | Sell |
7,085
-27
| -0.4% | -$2.57K | 0.04% | 308 |
|
|
2024
Q1 | $670K | Buy |
7,112
+3,104
| +77% | +$273K | 0.05% | 305 |
|
|
2023
Q4 | $374K | Buy |
4,008
+128
| +3% | +$10.2K | 0.03% | 375 |
|
|
2023
Q3 | $317K | Sell |
3,880
-23
| -0.6% | -$2K | 0.03% | 380 |
|
|
2023
Q2 | $333K | Sell |
3,903
-1,355
| -26% | -$116K | 0.03% | 376 |
|
|
2023
Q1 | $462K | Sell |
5,258
-202
| -4% | -$18.9K | 0.04% | 294 |
|
|
2022
Q4 | $464K | Sell |
5,460
-108
| -2% | -$9.21K | 0.05% | 289 |
|
|
2022
Q3 | $440K | Buy |
5,568
+15
| +0.3% | +$1.26K | 0.05% | 288 |
|
|
2022
Q2 | $422K | Hold |
5,553
| – | – | 0.04% | 308 |
|
|
2022
Q1 | $486K | Sell |
5,553
-5
| -0.1% | -$482 | 0.04% | 314 |
|
|
2021
Q4 | $546K | Buy |
5,558
+52
| +0.9% | +$5.18K | 0.05% | 318 |
|
|
2021
Q3 | $536K | Hold |
5,506
| – | – | 0.05% | 322 |
|
|
2021
Q2 | $505K | Buy |
+5,506
| New | +$472K | 0.05% | 327 |
|
|
2021
Q1 | – | Sell |
-6,101
| Closed | -$418K | – | 282 |
|
|
2020
Q4 | $418K | Buy |
+6,101
| New | +$350K | 0.05% | 310 |
|
|
2020
Q3 | – | Sell |
-6,520
| Closed | -$315K | – | 170 |
|
|
2020
Q2 | $315K | Buy |
+6,520
| New | +$274K | 0.06% | 237 |
|
|
2020
Q1 | – | Sell |
-3,908
| Closed | -$200K | – | 203 |
|
|
2019
Q4 | $200K | Buy |
+3,908
| New | +$185K | 0.04% | 325 |
|
|
2018
Q4 | – | Sell |
-4,754
| Closed | -$221K | – | 358 |
|
|
2018
Q3 | $221K | Buy |
+4,754
| New | +$232K | 0.05% | 286 |
|
|
2018
Q2 | – | Sell |
-4,478
| Closed | -$242K | – | 295 |
|
|
2018
Q1 | $242K | Hold |
4,478
| – | – | 0.05% | 253 |
|
|
2017
Q4 | $235K | Sell |
4,478
-56
| -1% | -$2.83K | 0.05% | 249 |
|
|
2017
Q3 | $218K | Buy |
+4,534
| New | +$210K | 0.05% | 256 |
|
|
2015
Q4 | – | Sell |
-3,634
| Closed | -$114K | – | 652 |
|
|
2015
Q3 | $114K | Buy |
3,634
+16
| +0.4% | +$582 | 0.03% | 325 |
|
|
2015
Q2 | $140K | Hold |
3,618
| – | – | 0.04% | 290 |
|
|
2015
Q1 | $129K | Hold |
3,618
| – | – | 0.03% | 301 |
|
|
2014
Q4 | $140K | Hold |
3,618
| – | – | 0.04% | 262 |
|
|
2014
Q3 | $125K | Hold |
3,618
| – | – | 0.04% | 279 |
|
|
2014
Q2 | $117K | Hold |
3,618
| – | – | 0.04% | 260 |
|
|
2014
Q1 | $113K | Buy |
3,618
+3,383
| +1,440% | +$105K | 0.05% | 245 |
|
|
2013
Q4 | $7K | Sell |
235
-3,558
| -94% | -$106K | ﹤0.01% | 640 |
|
|
2013
Q3 | $102K | Buy |
3,793
+175
| +5% | +$4.7K | 0.06% | 235 |
|
|
2013
Q2 | $88K | Buy |
+3,618
| New | +$85.8K | 0.05% | 243 |
|
Other funds holding MS
VCM
VPM
Regal Investment Advisors's MS Position: Q1 2026 in Review
Regal Investment Advisors increased its Morgan Stanley (MS) stake by 2.6% in Q1 2026, buying an estimated $38.8K and bringing the position to 8,941 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #232.
Regal Investment Advisors first reported a position in MS in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.64M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Regal Investment Advisors held 8,941 shares of Morgan Stanley worth $1.47M as of Q1 2026.
- Regal Investment Advisors bought 224 Morgan Stanley shares in Q1 2026, an estimated $38.8K.
- Morgan Stanley made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #232 holding.
- Regal Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 37 quarters since.
- Regal Investment Advisors's Morgan Stanley position peaked at $2.64M in Q4 2024.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.