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Resurgent Financial Advisors’s Morgan Stanley MS Stock Holding History

Resurgent Financial 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 		$876K Sell
5,322
-796
-13% -$138K 0.32% 74
2025
Q4 		$1.09M Sell
6,118
-82
-1% -$13.7K 0.54% 46
2025
Q3 		$986K Sell
6,200
-2,321
-27% -$343K 0.48% 53
2025
Q2 		$1.2M Sell
8,521
-3,384
-28% -$416K 0.66% 41
2025
Q1 		$1.39M Buy
11,905
+4,251
+56% +$548K 0.83% 30
2024
Q4 		$962K Sell
7,654
-187
-2% -$23K 0.57% 45
2024
Q3 		$817K Buy
7,841
+935
+14% +$94.2K 0.48% 58
2024
Q2 		$671K Sell
6,906
-239
-3% -$22.8K 0.42% 71
2024
Q1 		$673K Sell
7,145
-1,513
-17% -$133K 0.36% 82
2023
Q4 		$807K Sell
8,658
-884
-9% -$70.7K 0.5% 47
2023
Q3 		$779K Buy
9,542
+353
+4% +$30.6K 0.53% 43
2023
Q2 		$785K Buy
9,189
+563
+7% +$48.1K 0.52% 46
2023
Q1 		$757K Buy
8,626
+701
+9% +$65.4K 0.5% 50
2022
Q4 		$674K Buy
7,925
+296
+4% +$25.2K 0.36% 66
2022
Q3 		$603K Buy
+7,629
New +$643K 0.4% 75
2022
Q1 		– Sell
-11,943
Closed -$1.17M – 199
2021
Q4 		$1.17M Buy
+11,943
New +$1.19M 0.93% 26

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

Resurgent Financial Advisors's MS Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Morgan Stanley (MS) stake by 13% in Q1 2026, selling an estimated $138K and leaving 5,322 shares worth $876K. The position accounts for 0.32% of the portfolio, ranked #74.

Resurgent Financial Advisors first reported a position in MS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Resurgent Financial Advisors held 5,322 shares of Morgan Stanley worth $876K as of Q1 2026.
  • Resurgent Financial Advisors sold 796 Morgan Stanley shares in Q1 2026, an estimated $138K.
  • Morgan Stanley made up 0.32% of Resurgent Financial Advisors's portfolio in Q1 2026, its #74 holding.
  • Resurgent Financial Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Morgan Stanley position peaked at $1.39M in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.