UIM
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Unified Investment Management’s Morgan Stanley MS Stock Holding History

Unified Investment Management’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 		– Sell
-1,136
Closed -$202K – 139
2025
Q4 		$202K Buy
+1,136
New +$189K 0.2% 131

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

Unified Investment Management's MS Position: Q1 2026 in Review

Unified Investment Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,136 shares — an estimated $202K sold.

Unified Investment Management first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Unified Investment Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Unified Investment Management sold 1,136 Morgan Stanley shares in Q1 2026, an estimated $202K.
  • Unified Investment Management first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Unified Investment Management's Morgan Stanley position peaked at $202K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.