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Savvy Advisors Inc’s Morgan Stanley MS Stock Holding History

Savvy Advisors Inc’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 		$2.88M Buy
17,487
+3,722
+27% +$644K 0.08% 197
2025
Q4 		$2.44M Buy
13,765
+3,962
+40% +$661K 0.08% 193
2025
Q3 		$1.56M Sell
9,803
-2,792
-22% -$412K 0.07% 202
2025
Q2 		$1.77M Buy
12,595
+579
+5% +$71.1K 0.12% 133
2025
Q1 		$1.4M Buy
12,016
+460
+4% +$59.3K 0.14% 123
2024
Q4 		$1.45M Buy
11,556
+7,648
+196% +$942K 0.17% 102
2024
Q3 		$407K Buy
3,908
+1,552
+66% +$156K 0.08% 207
2024
Q2 		$229K Buy
+2,356
New +$224K 0.07% 264

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

Savvy Advisors Inc's MS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Morgan Stanley (MS) stake by 27% in Q1 2026, buying an estimated $644K and bringing the position to 17,487 shares worth $2.88M. The position accounts for 0.08% of the portfolio, ranked #197.

Savvy Advisors Inc first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Savvy Advisors Inc held 17,487 shares of Morgan Stanley worth $2.88M as of Q1 2026.
  • Savvy Advisors Inc bought 3,722 Morgan Stanley shares in Q1 2026, an estimated $644K.
  • Morgan Stanley made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #197 holding.
  • Savvy Advisors Inc first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.