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Symphony Financial’s Morgan Stanley MS Stock Holding History

Symphony Financial’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 		$1.72M Buy
10,658
+4,750
+80% +$822K 0.23% 86
2025
Q4 		$1.06M Sell
5,908
-8,950
-60% -$1.49M 0.14% 104
2025
Q3 		$2.34M Sell
14,858
-673
-4% -$99.4K 0.29% 73
2025
Q2 		$2.09M Buy
15,531
+6,077
+64% +$746K 0.27% 76
2025
Q1 		$1.02M Buy
9,454
+14
+0.1% +$1.8K 0.6% 38
2024
Q4 		$1.28M Buy
9,440
+3,193
+51% +$393K 0.2% 90
2024
Q3 		$655K Buy
6,247
+2,539
+68% +$256K 0.11% 122
2024
Q2 		$364K Buy
+3,708
New +$353K 0.07% 151

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

Symphony Financial's MS Position: Q1 2026 in Review

Symphony Financial increased its Morgan Stanley (MS) stake by 80% in Q1 2026, buying an estimated $822K and bringing the position to 10,658 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #86.

Symphony Financial first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q3 2025. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Symphony Financial held 10,658 shares of Morgan Stanley worth $1.72M as of Q1 2026.
  • Symphony Financial bought 4,750 Morgan Stanley shares in Q1 2026, an estimated $822K.
  • Morgan Stanley made up 0.23% of Symphony Financial's portfolio in Q1 2026, its #86 holding.
  • Symphony Financial first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Symphony Financial's Morgan Stanley position peaked at $2.34M in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.