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Transamerica Financial Advisors’s Morgan Stanley MS Stock Holding History

Transamerica Financial 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 		$964K Sell
5,857
-201
-3% -$34.8K 0.08% 212
2025
Q4 		$1.08M Buy
6,058
+793
+15% +$132K 0.09% 191
2025
Q3 		$837K Sell
5,265
-28
-0.5% -$4.13K 0.07% 191
2025
Q2 		$745K Sell
5,293
-238
-4% -$29.2K 0.07% 175
2025
Q1 		$646K Buy
5,531
+146
+3% +$18.8K 0.07% 185
2024
Q4 		$677K Sell
5,385
-1,339
-20% -$165K 0.07% 178
2024
Q3 		$701K Sell
6,724
-500
-7% -$50.4K 0.07% 178
2024
Q2 		$703K Hold
7,224
– – 0.08% 160
2024
Q1 		$681K Sell
7,224
-129
-2% -$11.4K 0.07% 178
2023
Q4 		$686K Sell
7,353
-4,425
-38% -$354K 0.09% 144
2023
Q3 		$962K Sell
11,778
-822
-7% -$71.4K 0.13% 133
2023
Q2 		$1.08M Buy
12,600
+226
+2% +$19.3K 0.14% 136
2023
Q1 		$1.09M Buy
12,374
+357
+3% +$33.3K 0.14% 118
2022
Q4 		$1.02M Buy
+12,017
New +$1.02M 0.15% 129
2016
Q2 		– Sell
-1,593
Closed -$40K – 588
2016
Q1 		$40K Sell
1,593
-137
-8% -$3.5K ﹤0.01% 393
2015
Q4 		$56K Hold
1,730
– – ﹤0.01% 395
2015
Q3 		$55K Sell
1,730
-7,488
-81% -$273K ﹤0.01% 375
2015
Q2 		$358K Buy
9,218
+7,548
+452% +$287K 0.03% 267
2015
Q1 		$60K Sell
1,670
-19,815
-92% -$711K ﹤0.01% 416
2014
Q4 		$834K Buy
21,485
+20,017
+1,364% +$712K 0.07% 142
2014
Q3 		$51K Hold
1,468
– – ﹤0.01% 342
2014
Q2 		$48K Hold
1,468
– – ﹤0.01% 373
2014
Q1 		$46K Hold
1,468
– – ﹤0.01% 352
2013
Q4 		$47K Hold
1,468
– – 0.01% 348
2013
Q3 		$40K Hold
1,468
– – 0.01% 341
2013
Q2 		$36K Buy
+1,468
New +$34.8K 0.01% 319

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

Transamerica Financial Advisors's MS Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Morgan Stanley (MS) stake by 3.3% in Q1 2026, selling an estimated $34.8K and leaving 5,857 shares worth $964K. The position accounts for 0.08% of the portfolio, ranked #212.

Transamerica Financial Advisors first reported a position in MS in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.09M in Q1 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Transamerica Financial Advisors held 5,857 shares of Morgan Stanley worth $964K as of Q1 2026.
  • Transamerica Financial Advisors sold 201 Morgan Stanley shares in Q1 2026, an estimated $34.8K.
  • Morgan Stanley made up 0.08% of Transamerica Financial Advisors's portfolio in Q1 2026, its #212 holding.
  • Transamerica Financial Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 26 quarters since.
  • Transamerica Financial Advisors's Morgan Stanley position peaked at $1.09M in Q1 2023.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.