TLFA
MS icon

True Link Financial Advisors’s Morgan Stanley MS Stock Holding History

True Link 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 		$322K Sell
1,957
-277
-12% -$48K 0.02% 65
2025
Q4 		$397K Sell
2,234
-78
-3% -$13K 0.02% 67
2025
Q3 		$368K Hold
2,312
– – 0.02% 63
2025
Q2 		$326K Buy
2,312
+18
+0.8% +$2.21K 0.02% 64
2025
Q1 		$268K Buy
+2,294
New +$296K 0.02% 79

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

True Link Financial Advisors's MS Position: Q1 2026 in Review

True Link Financial Advisors reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $48K and leaving 1,957 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #65.

True Link Financial Advisors first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $397K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • True Link Financial Advisors held 1,957 shares of Morgan Stanley worth $322K as of Q1 2026.
  • True Link Financial Advisors sold 277 Morgan Stanley shares in Q1 2026, an estimated $48K.
  • Morgan Stanley made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #65 holding.
  • True Link Financial Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • True Link Financial Advisors's Morgan Stanley position peaked at $397K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.