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Strategic Advocates’s Morgan Stanley MS Stock Holding History

Strategic Advocates’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 		$4.77K Sell
29
-21
-42% -$3.64K 0.02% 179
2025
Q4 		$8.95K Hold
50
– – ﹤0.01% 379
2025
Q3 		$7.9K Buy
+50
New +$7.38K ﹤0.01% 371

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

Strategic Advocates's MS Position: Q1 2026 in Review

Strategic Advocates reduced its Morgan Stanley (MS) stake by 42% in Q1 2026, selling an estimated $3.64K and leaving 29 shares worth $4.77K. The position accounts for 0.02% of the portfolio, ranked #179.

Strategic Advocates first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.95K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Strategic Advocates held 29 shares of Morgan Stanley worth $4.77K as of Q1 2026.
  • Strategic Advocates sold 21 Morgan Stanley shares in Q1 2026, an estimated $3.64K.
  • Morgan Stanley made up 0.02% of Strategic Advocates's portfolio in Q1 2026, its #179 holding.
  • Strategic Advocates first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Strategic Advocates's Morgan Stanley position peaked at $8.95K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.