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Syverson Strege & Co’s Morgan Stanley MS Stock Holding History

Syverson Strege & Co’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 		$233K Sell
1,418
-44
-3% -$7.62K 0.06% 149
2025
Q4 		$260K Sell
1,462
-110
-7% -$18.3K 0.06% 131
2025
Q3 		$250K Sell
1,572
-317
-17% -$46.8K 0.06% 136
2025
Q2 		$266K Buy
+1,889
New +$232K 0.06% 132

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

Syverson Strege & Co's MS Position: Q1 2026 in Review

Syverson Strege & Co reduced its Morgan Stanley (MS) stake by 3% in Q1 2026, selling an estimated $7.62K and leaving 1,418 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #149.

Syverson Strege & Co first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Syverson Strege & Co held 1,418 shares of Morgan Stanley worth $233K as of Q1 2026.
  • Syverson Strege & Co sold 44 Morgan Stanley shares in Q1 2026, an estimated $7.62K.
  • Morgan Stanley made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #149 holding.
  • Syverson Strege & Co first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Syverson Strege & Co's Morgan Stanley position peaked at $266K in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.