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Shepherd Financial Partners’s Morgan Stanley MS Stock Holding History

Shepherd Financial Partners’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 		$667K Sell
4,050
-76
-2% -$13.2K 0.06% 139
2025
Q4 		$732K Buy
4,126
+78
+2% +$13K 0.07% 134
2025
Q3 		$644K Sell
4,048
-6
-0.1% -$886 0.06% 142
2025
Q2 		$571K Buy
4,054
+2
+0% +$246 0.06% 144
2025
Q1 		$473K Buy
4,052
+303
+8% +$39K 0.06% 160
2024
Q4 		$471K Sell
3,749
-330
-8% -$40.6K 0.06% 144
2024
Q3 		$425K Buy
4,079
+3
+0.1% +$302 0.05% 156
2024
Q2 		$396K Buy
4,076
+2
+0% +$190 0.05% 162
2024
Q1 		$384K Buy
4,074
+4
+0.1% +$352 0.05% 166
2023
Q4 		$380K Sell
4,070
-277
-6% -$22.2K 0.05% 163
2023
Q3 		$355K Buy
4,347
+198
+5% +$17.2K 0.06% 156
2023
Q2 		$354K Buy
4,149
+211
+5% +$18K 0.06% 149
2023
Q1 		$346K Sell
3,938
-240
-6% -$22.4K 0.06% 149
2022
Q4 		$355K Buy
4,178
+76
+2% +$6.48K 0.06% 137
2022
Q3 		$324K Buy
4,102
+235
+6% +$19.8K 0.06% 133
2022
Q2 		$294K Buy
3,867
+844
+28% +$69.1K 0.06% 135
2022
Q1 		$265K Buy
+3,023
New +$292K 0.05% 145
2018
Q4 		– Sell
-4,931
Closed -$233K – 135
2018
Q3 		$233K Hold
4,931
– – 0.05% 115
2018
Q2 		$235K Buy
+4,931
New +$258K 0.05% 115

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

Shepherd Financial Partners's MS Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Morgan Stanley (MS) stake by 1.8% in Q1 2026, selling an estimated $13.2K and leaving 4,050 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #139.

Shepherd Financial Partners first reported a position in MS in Q2 2018 and has held it in 19 quarters since. The position peaked at $732K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Shepherd Financial Partners held 4,050 shares of Morgan Stanley worth $667K as of Q1 2026.
  • Shepherd Financial Partners sold 76 Morgan Stanley shares in Q1 2026, an estimated $13.2K.
  • Morgan Stanley made up 0.06% of Shepherd Financial Partners's portfolio in Q1 2026, its #139 holding.
  • Shepherd Financial Partners first reported a position in Morgan Stanley in Q2 2018 and has held it in 19 quarters since.
  • Shepherd Financial Partners's Morgan Stanley position peaked at $732K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.