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Soltis Investment Advisors’s Morgan Stanley MS Stock Holding History

Soltis Investment 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 		$1.23M Buy
7,484
+733
+11% +$127K 0.08% 194
2025
Q4 		$1.2M Buy
6,751
+1,323
+24% +$221K 0.08% 198
2025
Q3 		$863K Buy
5,428
+80
+1% +$11.8K 0.06% 219
2025
Q2 		$753K Buy
5,348
+2,094
+64% +$257K 0.06% 204
2025
Q1 		$380K Buy
3,254
+18
+0.6% +$2.32K 0.03% 272
2024
Q4 		$407K Buy
3,236
+918
+40% +$113K 0.04% 255
2024
Q3 		$242K Buy
+2,318
New +$233K 0.02% 314
2023
Q3 		– Sell
-2,625
Closed -$224K – 272
2023
Q2 		$224K Buy
2,625
+170
+7% +$14.5K 0.03% 238
2023
Q1 		$216K Buy
2,455
+34
+1% +$3.17K 0.03% 242
2022
Q4 		$206K Buy
+2,421
New +$206K 0.03% 235

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

Soltis Investment Advisors's MS Position: Q1 2026 in Review

Soltis Investment Advisors increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $127K and bringing the position to 7,484 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #194.

Soltis Investment Advisors first reported a position in MS in Q4 2022 and has held it in 10 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Soltis Investment Advisors held 7,484 shares of Morgan Stanley worth $1.23M as of Q1 2026.
  • Soltis Investment Advisors bought 733 Morgan Stanley shares in Q1 2026, an estimated $127K.
  • Morgan Stanley made up 0.08% of Soltis Investment Advisors's portfolio in Q1 2026, its #194 holding.
  • Soltis Investment Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 10 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.