UF
MS icon

Univest Financial’s Morgan Stanley MS Stock Holding History

Univest Financial’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 		$404K Sell
2,454
-33
-1% -$5.71K 0.02% 212
2025
Q4 		$441K Hold
2,487
– – 0.02% 204
2025
Q3 		$395K Buy
2,487
+7
+0.3% +$1.03K 0.02% 206
2025
Q2 		$349K Buy
2,480
+7
+0.3% +$860 0.02% 214
2025
Q1 		$288K Buy
2,473
+2
+0.1% +$258 0.02% 239
2024
Q4 		$311K Buy
2,471
+8
+0.3% +$985 0.02% 239
2024
Q3 		$257K Buy
+2,463
New +$248K 0.02% 250
2022
Q4 		– Sell
-2,663
Closed -$210K – 110
2022
Q3 		$210K Hold
2,663
– – 0.07% 98
2022
Q2 		$203K Sell
2,663
-144
-5% -$11.8K 0.07% 99
2022
Q1 		$245K Buy
2,807
+94
+3% +$9.07K 0.07% 99
2021
Q4 		$266K Buy
2,713
+156
+6% +$15.5K 0.07% 97
2021
Q3 		$249K Buy
2,557
+50
+2% +$4.95K 0.07% 95
2021
Q2 		$230K Buy
+2,507
New +$215K 0.06% 105
2014
Q4 		– Sell
-5,887
Closed -$204K – 87
2014
Q3 		$204K Buy
+5,887
New +$196K 0.1% 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

Univest Financial's MS Position: Q1 2026 in Review

Univest Financial reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $5.71K and leaving 2,454 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #212.

Univest Financial first reported a position in MS in Q3 2014 and has held it in 14 quarters since. The position peaked at $441K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Univest Financial held 2,454 shares of Morgan Stanley worth $404K as of Q1 2026.
  • Univest Financial sold 33 Morgan Stanley shares in Q1 2026, an estimated $5.71K.
  • Morgan Stanley made up 0.02% of Univest Financial's portfolio in Q1 2026, its #212 holding.
  • Univest Financial first reported a position in Morgan Stanley in Q3 2014 and has held it in 14 quarters since.
  • Univest Financial's Morgan Stanley position peaked at $441K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.