Seven Mile Advisory’s Morgan Stanley MS Stock Holding History

Seven Mile Advisory’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	$297K	Sell	1,804 -1,558	-46%	-$270K	0.21%	99
2025 Q4	$597K	Sell	3,362 -948	-22%	-$158K	0.1%	97
2025 Q3	$685K	Buy	4,310 +1,310	+44%	+$193K	0.11%	97
2025 Q2	$423K	Buy	3,000 +55	+2%	+$6.75K	0.25%	76
2025 Q1	$344K	Buy	2,945 +96	+3%	+$12.4K	0.23%	96
2024 Q4	$358K	Sell	2,849 -92	-3%	-$11.3K	0.23%	86
2024 Q3	$307K	Buy	2,941 +55	+2%	+$5.54K	0.2%	103
2024 Q2	$280K	Buy	2,886 +313	+12%	+$29.8K	0.21%	98
2024 Q1	$242K	Buy	2,573 +286	+13%	+$25.2K	0.18%	120
2023 Q4	$213K	Buy	+2,287	New	+$183K	0.18%	127

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

Seven Mile Advisory's MS Position: Q1 2026 in Review

Seven Mile Advisory reduced its Morgan Stanley (MS) stake by 46% in Q1 2026, selling an estimated $270K and leaving 1,804 shares worth $297K. The position accounts for 0.21% of the portfolio, ranked #99.

Seven Mile Advisory first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $685K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Seven Mile Advisory held 1,804 shares of Morgan Stanley worth $297K as of Q1 2026.
Seven Mile Advisory sold 1,558 Morgan Stanley shares in Q1 2026, an estimated $270K.
Morgan Stanley made up 0.21% of Seven Mile Advisory's portfolio in Q1 2026, its #99 holding.
Seven Mile Advisory first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Seven Mile Advisory's Morgan Stanley position peaked at $685K in Q3 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.