Schear Investment Advisers’s Morgan Stanley MS Stock Holding History

Schear Investment Advisers’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	$3.19M	Buy	19,380 +183	+1%	+$31.7K	1.41%	21
2025 Q4	$3.41M	Buy	19,197 +1,533	+9%	+$256K	1.47%	21
2025 Q3	$2.81M	Buy	17,664 +204	+1%	+$30.1K	1.25%	23
2025 Q2	$2.46M	Buy	17,460 +964	+6%	+$118K	1.22%	23
2025 Q1	$1.92M	Buy	16,496 +2,687	+19%	+$346K	1.11%	27
2024 Q4	$1.74M	Buy	13,809 +3,018	+28%	+$372K	0.92%	31
2024 Q3	$1.12M	Buy	10,791 +887	+9%	+$89.3K	0.7%	50
2024 Q2	$963K	Sell	9,904 -221	-2%	-$21K	0.7%	50
2024 Q1	$953K	Sell	10,125 -4,442	-30%	-$391K	0.77%	47
2023 Q4	$1.36M	Sell	14,567 -228	-2%	-$18.2K	1.31%	23
2023 Q3	$1.21M	Sell	14,795 -457	-3%	-$39.7K	1.3%	24
2023 Q2	$1.3M	Buy	15,252 +93	+0.6%	+$7.95K	1.38%	20
2023 Q1	$1.33M	Buy	15,159 +111	+0.7%	+$10.4K	1.59%	20
2022 Q4	$1.28M	Buy	+15,048	New	+$1.28M	1.58%	20

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

Schear Investment Advisers's MS Position: Q1 2026 in Review

Schear Investment Advisers increased its Morgan Stanley (MS) stake by 0.95% in Q1 2026, buying an estimated $31.7K and bringing the position to 19,380 shares worth $3.19M. The position accounts for 1.41% of the portfolio, ranked #21.

Schear Investment Advisers first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.41M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Schear Investment Advisers held 19,380 shares of Morgan Stanley worth $3.19M as of Q1 2026.
Schear Investment Advisers bought 183 Morgan Stanley shares in Q1 2026, an estimated $31.7K.
Morgan Stanley made up 1.41% of Schear Investment Advisers's portfolio in Q1 2026, its #21 holding.
Schear Investment Advisers first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Morgan Stanley position peaked at $3.41M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.