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Snowden Capital Advisors’s Morgan Stanley MS Stock Holding History

Snowden Capital 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 		$3.05M Buy
18,522
+348
+2% +$60.2K 0.08% 247
2025
Q4 		$3.23M Buy
18,174
+3,060
+20% +$510K 0.08% 234
2025
Q3 		$2.4M Buy
15,114
+673
+5% +$99.4K 0.07% 284
2025
Q2 		$2.03M Sell
14,441
-1,115
-7% -$137K 0.06% 304
2025
Q1 		$1.81M Sell
15,556
-1,169
-7% -$151K 0.06% 326
2024
Q4 		$2.1M Sell
16,725
-672
-4% -$82.8K 0.07% 286
2024
Q3 		$1.81M Buy
17,397
+2,229
+15% +$224K 0.05% 349
2024
Q2 		$1.47M Sell
15,168
-1,374
-8% -$131K 0.04% 399
2024
Q1 		$1.56M Buy
16,542
+3,890
+31% +$343K 0.05% 386
2023
Q4 		$1.18M Sell
12,652
-46,330
-79% -$3.71M 0.04% 402
2023
Q3 		$2.33M Buy
58,982
+41,376
+235% +$3.59M 0.1% 251
2023
Q2 		$1.5M Sell
17,606
-381
-2% -$32.6K 0.05% 359
2023
Q1 		$1.58M Sell
17,987
-1,587
-8% -$148K 0.06% 341
2022
Q4 		$1.66M Sell
19,574
-2,242
-10% -$191K 0.07% 322
2022
Q3 		$1.72M Sell
21,816
-1,249
-5% -$105K 0.08% 294
2022
Q2 		$1.75M Sell
23,065
-424
-2% -$34.7K 0.08% 279
2022
Q1 		$2.05M Buy
23,489
+19,411
+476% +$1.87M 0.08% 274
2021
Q4 		$400K Sell
4,078
-10,648
-72% -$1.06M 0.02% 504
2021
Q3 		$1.43M Sell
14,726
-1,497
-9% -$148K 0.07% 310
2021
Q2 		$1.49M Buy
16,223
+5,533
+52% +$474K 0.07% 306
2021
Q1 		$830K Buy
10,690
+5,171
+94% +$396K 0.05% 383
2020
Q4 		$378K Buy
+5,519
New +$317K 0.02% 488
2019
Q1 		– Sell
-5,450
Closed -$216K – 505
2018
Q4 		$216K Buy
+5,450
New +$238K 0.03% 440
2017
Q2 		– Sell
-5,645
Closed -$242K – 360
2017
Q1 		$242K Buy
+5,645
New +$250K 0.05% 300

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

Snowden Capital Advisors's MS Position: Q1 2026 in Review

Snowden Capital Advisors increased its Morgan Stanley (MS) stake by 1.9% in Q1 2026, buying an estimated $60.2K and bringing the position to 18,522 shares worth $3.05M. The position accounts for 0.08% of the portfolio, ranked #247.

Snowden Capital Advisors first reported a position in MS in Q1 2017 and has held it in 24 quarters since. The position peaked at $3.23M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Snowden Capital Advisors held 18,522 shares of Morgan Stanley worth $3.05M as of Q1 2026.
  • Snowden Capital Advisors bought 348 Morgan Stanley shares in Q1 2026, an estimated $60.2K.
  • Morgan Stanley made up 0.08% of Snowden Capital Advisors's portfolio in Q1 2026, its #247 holding.
  • Snowden Capital Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 24 quarters since.
  • Snowden Capital Advisors's Morgan Stanley position peaked at $3.23M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.