SRH Advisors’s Morgan Stanley MS Stock Holding History

SRH 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	$135K	Buy	819 +4	+0.5%	+$693	0.04%	86
2025 Q4	$145K	Buy	815 +5	+0.6%	+$834	0.04%	86
2025 Q3	$129K	Buy	810 +4	+0.5%	+$591	0.04%	90
2025 Q2	$113K	Buy	806 +5	+0.6%	+$614	0.03%	86
2025 Q1	$93.4K	Buy	801 +5	+0.6%	+$644	0.03%	93
2024 Q4	$100K	Buy	796 +5	+0.6%	+$616	0.03%	93
2024 Q3	$82.5K	Buy	791 +6	+0.8%	+$604	0.03%	101
2024 Q2	$76.3K	Buy	785 +6	+0.8%	+$571	0.03%	100
2024 Q1	$73.4K	Buy	779 +6	+0.8%	+$528	0.02%	109
2023 Q4	$72K	Buy	773 +8	+1%	+$640	0.03%	107
2023 Q3	$62.5K	Sell	765 -21	-3%	-$1.82K	0.03%	103
2023 Q2	$69K	Hold	786	–	–	0.04%	97
2023 Q1	$69K	Buy	786 +5	+0.6%	+$467	0.04%	98
2022 Q4	$66K	Buy	781 +6	+0.8%	+$511	0.04%	101
2022 Q3	$61K	Buy	775 +5	+0.6%	+$421	0.08%	106
2022 Q2	$59K	Buy	770 +6	+0.8%	+$491	0.07%	109
2022 Q1	$67K	Buy	764 +4	+0.5%	+$386	0.07%	113
2021 Q4	$75K	Buy	760 +4	+0.5%	+$398	0.09%	107
2021 Q3	$74K	Buy	756 +5	+0.7%	+$495	0.09%	101
2021 Q2	$69K	Buy	751 +2	+0.3%	+$171	0.09%	106
2021 Q1	$58K	Buy	749 +36	+5%	+$2.76K	0.08%	103
2020 Q4	$49K	Buy	713 +4	+0.6%	+$230	0.08%	112
2020 Q3	$34K	Buy	709 +4	+0.6%	+$202	0.07%	118
2020 Q2	$34K	Buy	705 +5	+0.7%	+$210	0.08%	102
2020 Q1	$24K	Buy	+700	New	+$33K	0.07%	107

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

SRH Advisors's MS Position: Q1 2026 in Review

SRH Advisors increased its Morgan Stanley (MS) stake by 0.49% in Q1 2026, buying an estimated $693 and bringing the position to 819 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #86.

SRH Advisors first reported a position in MS in Q1 2020 and has held it in 25 quarters since. The position peaked at $145K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

SRH Advisors held 819 shares of Morgan Stanley worth $135K as of Q1 2026.
SRH Advisors bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
Morgan Stanley made up 0.04% of SRH Advisors's portfolio in Q1 2026, its #86 holding.
SRH Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 25 quarters since.
SRH Advisors's Morgan Stanley position peaked at $145K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.