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Stratos Wealth Advisors’s Morgan Stanley MS Stock Holding History

Stratos Wealth 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 		$1.29M Buy
7,855
+106
+1% +$18.4K 0.08% 235
2025
Q4 		$1.38M Sell
7,749
-263
-3% -$43.9K 0.07% 267
2025
Q3 		$1.27M Buy
8,012
+302
+4% +$44.6K 0.06% 284
2025
Q2 		$1.09M Sell
7,710
-51
-0.7% -$6.26K 0.06% 295
2025
Q1 		$905K Sell
7,761
-943
-11% -$122K 0.05% 316
2024
Q4 		$1.09M Sell
8,704
-1,922
-18% -$237K 0.05% 316
2024
Q3 		$1.11M Buy
10,626
+388
+4% +$39.1K 0.05% 333
2024
Q2 		$995K Buy
10,238
+7
+0.1% +$666 0.05% 335
2024
Q1 		$963K Sell
10,231
-475
-4% -$41.8K 0.06% 332
2023
Q4 		$998K Buy
10,706
+661
+7% +$52.9K 0.06% 327
2023
Q3 		$820K Buy
+10,045
New +$872K 0.05% 346
2022
Q2 		– Sell
-3,138
Closed -$274K – 541
2022
Q1 		$274K Sell
3,138
-3,274
-51% -$316K 0.02% 456
2021
Q4 		$629K Buy
6,412
+672
+12% +$66.9K 0.05% 351
2021
Q3 		$559K Sell
5,740
-613
-10% -$60.7K 0.05% 337
2021
Q2 		$583K Sell
6,353
-74
-1% -$6.34K 0.05% 330
2021
Q1 		$499K Sell
6,427
-878
-12% -$67.3K 0.05% 312
2020
Q4 		$501K Buy
7,305
+771
+12% +$44.2K 0.07% 248
2020
Q3 		$316K Buy
6,534
+111
+2% +$5.59K 0.08% 244
2020
Q2 		$310K Sell
6,423
-640
-9% -$26.9K 0.1% 203
2020
Q1 		$240K Buy
7,063
+39
+0.6% +$1.84K 0.17% 128
2019
Q4 		$359K Buy
7,024
+605
+9% +$28.6K 0.2% 113
2019
Q3 		$274K Sell
6,419
-127
-2% -$5.43K 0.1% 194
2019
Q2 		$287K Sell
6,546
-119
-2% -$5.31K 0.11% 186
2019
Q1 		$281K Sell
6,665
-249
-4% -$10.5K 0.15% 165
2018
Q4 		$274K Buy
+6,914
New +$302K 0.18% 147

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

Stratos Wealth Advisors's MS Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Morgan Stanley (MS) stake by 1.4% in Q1 2026, buying an estimated $18.4K and bringing the position to 7,855 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #235.

Stratos Wealth Advisors first reported a position in MS in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Stratos Wealth Advisors held 7,855 shares of Morgan Stanley worth $1.29M as of Q1 2026.
  • Stratos Wealth Advisors bought 106 Morgan Stanley shares in Q1 2026, an estimated $18.4K.
  • Morgan Stanley made up 0.08% of Stratos Wealth Advisors's portfolio in Q1 2026, its #235 holding.
  • Stratos Wealth Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's Morgan Stanley position peaked at $1.38M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.