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Souders Financial Advisors’s Morgan Stanley MS Stock Holding History

Souders Financial 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 		$943K Sell
5,732
-209
-4% -$36.2K 0.11% 99
2025
Q4 		$1.05M Buy
5,941
+702
+13% +$117K 0.12% 87
2025
Q3 		$833K Buy
5,239
+508
+11% +$75K 0.1% 99
2025
Q2 		$666K Buy
4,731
+712
+18% +$87.5K 0.08% 114
2025
Q1 		$469K Buy
4,019
+1,520
+61% +$196K 0.07% 134
2024
Q4 		$314K Buy
+2,499
New +$308K 0.04% 148

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

Souders Financial Advisors's MS Position: Q1 2026 in Review

Souders Financial Advisors reduced its Morgan Stanley (MS) stake by 3.5% in Q1 2026, selling an estimated $36.2K and leaving 5,732 shares worth $943K. The position accounts for 0.11% of the portfolio, ranked #99.

Souders Financial Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Souders Financial Advisors held 5,732 shares of Morgan Stanley worth $943K as of Q1 2026.
  • Souders Financial Advisors sold 209 Morgan Stanley shares in Q1 2026, an estimated $36.2K.
  • Morgan Stanley made up 0.11% of Souders Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Souders Financial Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Souders Financial Advisors's Morgan Stanley position peaked at $1.05M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.