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United Capital Financial Advisors’s Morgan Stanley MS Stock Holding History

United Capital 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 		$7.94M Buy
48,236
+296
+0.6% +$51.2K 0.05% 277
2025
Q4 		$8.51M Buy
47,940
+5,149
+12% +$859K 0.05% 271
2025
Q3 		$6.8M Buy
42,791
+1,245
+3% +$184K 0.05% 255
2025
Q2 		$5.85M Sell
41,546
-222
-0.5% -$27.3K 0.05% 258
2025
Q1 		$4.87M Buy
41,768
+1,978
+5% +$255K 0.04% 274
2024
Q4 		$5M Buy
39,790
+337
+0.9% +$41.5K 0.04% 260
2024
Q3 		$4.11M Sell
39,453
-359
-0.9% -$36.2K 0.03% 296
2024
Q2 		$3.87M Buy
39,812
+1,566
+4% +$149K 0.03% 300
2024
Q1 		$3.6M Sell
38,246
-793
-2% -$69.8K 0.03% 330
2023
Q4 		$3.64M Buy
39,039
+22,859
+141% +$1.83M 0.03% 327
2023
Q3 		$1.32M Sell
16,180
-1,744
-10% -$151K 0.01% 470
2023
Q2 		$1.53M Sell
17,924
-964
-5% -$82.4K 0.01% 477
2023
Q1 		$1.66M Sell
18,888
-103
-0.5% -$9.61K 0.01% 478
2022
Q4 		$1.61M Buy
18,991
+3,001
+19% +$256K 0.01% 521
2022
Q3 		$1.26M Sell
15,990
-1,548
-9% -$130K 0.01% 563
2022
Q2 		$1.33M Buy
17,538
+625
+4% +$51.2K 0.01% 574
2022
Q1 		$1.48M Buy
16,913
+5,330
+46% +$514K 0.01% 587
2021
Q4 		$1.14M Buy
11,583
+1,433
+14% +$143K 0.01% 649
2021
Q3 		$988K Sell
10,150
-669
-6% -$66.3K ﹤0.01% 683
2021
Q2 		$992K Sell
10,819
-1,932
-15% -$166K 0.01% 703
2021
Q1 		$990K Sell
12,751
-597
-4% -$45.8K 0.01% 675
2020
Q4 		$915K Sell
13,348
-852
-6% -$48.9K 0.01% 696
2020
Q3 		$687K Sell
14,200
-769
-5% -$38.7K ﹤0.01% 755
2020
Q2 		$723K Sell
14,969
-2,929
-16% -$123K 0.01% 753
2020
Q1 		$609K Sell
17,898
-8,683
-33% -$409K 0.01% 756
2019
Q4 		$1.36M Buy
26,581
+14,776
+125% +$699K 0.01% 689
2019
Q3 		$504K Sell
11,805
-17,525
-60% -$749K ﹤0.01% 950
2019
Q2 		$1.28M Sell
29,330
-373
-1% -$16.6K 0.01% 736
2019
Q1 		$1.25M Buy
29,703
+3,943
+15% +$166K 0.01% 717
2018
Q4 		$1.02M Buy
25,760
+5,021
+24% +$219K 0.01% 716
2018
Q3 		$966K Buy
20,739
+100
+0.5% +$4.88K 0.01% 793
2018
Q2 		$978K Sell
20,639
-27,094
-57% -$1.42M 0.01% 772
2018
Q1 		$2.58M Buy
47,733
+8,050
+20% +$446K 0.02% 525
2017
Q4 		$2.09M Buy
39,683
+6,229
+19% +$315K 0.02% 577
2017
Q3 		$1.61M Buy
33,454
+2,314
+7% +$107K 0.01% 635
2017
Q2 		$1.39M Sell
31,140
-5,518
-15% -$238K 0.01% 673
2017
Q1 		$1.57M Buy
36,658
+2,380
+7% +$106K 0.01% 622
2016
Q4 		$1.45M Buy
34,278
+10,134
+42% +$383K 0.01% 637
2016
Q3 		$774K Sell
24,144
-1,943
-7% -$58K 0.01% 842
2016
Q2 		$678K Sell
26,087
-3,295
-11% -$86.2K 0.01% 841
2016
Q1 		$735K Buy
29,382
+2,561
+10% +$65.4K 0.01% 781
2015
Q4 		$853K Buy
26,821
+2,737
+11% +$90.9K 0.01% 734
2015
Q3 		$759K Buy
24,084
+665
+3% +$24.2K 0.01% 766
2015
Q2 		$908K Sell
23,419
-968
-4% -$36.8K 0.01% 745
2015
Q1 		$910K Buy
24,387
+8,098
+50% +$291K 0.01% 746
2014
Q4 		$632K Buy
16,289
+1,758
+12% +$62.5K 0.01% 753
2014
Q3 		$502K Sell
14,531
-944
-6% -$31.5K 0.01% 794
2014
Q2 		$500K Buy
15,475
+2,229
+17% +$68.7K 0.01% 683
2014
Q1 		$413K Buy
+13,246
New +$409K 0.01% 682
2013
Q4 		– Sell
-9,454
Closed -$255K – 718
2013
Q3 		$255K Sell
9,454
-612
-6% -$16.4K 0.01% 588
2013
Q2 		$246K Buy
+10,066
New +$239K 0.01% 630

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

United Capital Financial Advisors's MS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Morgan Stanley (MS) stake by 0.62% in Q1 2026, buying an estimated $51.2K and bringing the position to 48,236 shares worth $7.94M. The position accounts for 0.05% of the portfolio, ranked #277.

United Capital Financial Advisors first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.51M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • United Capital Financial Advisors held 48,236 shares of Morgan Stanley worth $7.94M as of Q1 2026.
  • United Capital Financial Advisors bought 296 Morgan Stanley shares in Q1 2026, an estimated $51.2K.
  • Morgan Stanley made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #277 holding.
  • United Capital Financial Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Morgan Stanley position peaked at $8.51M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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