Sanctuary Advisors’s Morgan Stanley MS Stock Holding History

Sanctuary 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	$25.7M	Sell	156,416 -8,284	-5%	-$1.43M	0.14%	163
2025 Q4	$29.2M	Buy	164,700 +1,127	+0.7%	+$188K	0.16%	127
2025 Q3	$26M	Buy	163,573 +5,875	+4%	+$868K	0.15%	143
2025 Q2	$22.2M	Sell	157,698 -3,038	-2%	-$373K	0.14%	159
2025 Q1	$18.8M	Sell	160,736 -4,638	-3%	-$598K	0.13%	178
2024 Q4	$23.1M	Sell	165,374 -6,740	-4%	-$830K	0.15%	148
2024 Q3	$23.2M	Buy	172,114 +13,425	+8%	+$1.35M	0.15%	144
2024 Q2	$14.7M	Buy	+158,689	New	+$15.1M	0.11%	199

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sanctuary Advisors's MS Position: Q1 2026 in Review

Sanctuary Advisors reduced its Morgan Stanley (MS) stake by 5% in Q1 2026, selling an estimated $1.43M and leaving 156,416 shares worth $25.7M. The position accounts for 0.14% of the portfolio, ranked #163.

Sanctuary Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sanctuary Advisors held 156,416 shares of Morgan Stanley worth $25.7M as of Q1 2026.
Sanctuary Advisors sold 8,284 Morgan Stanley shares in Q1 2026, an estimated $1.43M.
Morgan Stanley made up 0.14% of Sanctuary Advisors's portfolio in Q1 2026, its #163 holding.
Sanctuary Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Morgan Stanley position peaked at $29.2M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.