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Ross\Johnson & Associates’s Morgan Stanley MS Stock Holding History

Ross\Johnson & Associates’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 		$165 Sell
1
-3
-75% -$519 ﹤0.01% 187
2025
Q4 		$710 Buy
4
+3
+300% +$500 0.01% 118
2025
Q3 		$159 Hold
1
– – ﹤0.01% 184
2025
Q2 		$141 Hold
1
– – ﹤0.01% 188
2025
Q1 		$117 Buy
+1
New +$129 ﹤0.01% 339

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

Ross\Johnson & Associates's MS Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Morgan Stanley (MS) stake by 75% in Q1 2026, selling an estimated $519 and leaving 1 share worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Ross\Johnson & Associates first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $710 in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ross\Johnson & Associates held 1 share of Morgan Stanley worth $165 as of Q1 2026.
  • Ross\Johnson & Associates sold 3 Morgan Stanley shares in Q1 2026, an estimated $519.
  • Morgan Stanley made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #187 holding.
  • Ross\Johnson & Associates first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Morgan Stanley position peaked at $710 in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.