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USA Financial Formulas’s Morgan Stanley MS Stock Holding History

USA Financial Formulas’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
-2,956
Closed -$525K – 499
2025
Q4 		$525K Sell
2,956
-841
-22% -$140K 0.1% 79
2025
Q3 		$604K Buy
+3,797
New +$561K 0.11% 78
2025
Q2 		– Sell
-6,289
Closed -$734K – 323
2025
Q1 		$734K Sell
6,289
-3,215
-34% -$414K 0.12% 71
2024
Q4 		$1.19M Buy
+9,504
New +$1.17M 0.19% 42
2022
Q1 		– Sell
-6
Closed -$1K – 443
2021
Q4 		$1K Sell
6
-12,252
-100% -$1.22M ﹤0.01% 338
2021
Q3 		$1.19M Buy
12,258
+11,666
+1,971% +$1.16M 1.07% 12
2021
Q2 		$54K Sell
592
-386
-39% -$33.1K 0.05% 214
2021
Q1 		$76K Sell
978
-262
-21% -$20.1K 0.06% 185
2020
Q4 		$85K Sell
1,240
-1,057
-46% -$60.6K 0.07% 150
2020
Q3 		$111K Buy
+2,297
New +$116K 0.08% 116
2020
Q2 		– Sell
-4,489
Closed -$153K – 296
2020
Q1 		$153K Buy
+4,489
New +$211K 0.1% 110
2018
Q3 		– Sell
-66,320
Closed -$3.58M – 351
2018
Q2 		$3.58M Sell
66,320
-511
-0.8% -$26.7K 0.87% 45
2018
Q1 		$3.61M Buy
+66,831
New +$3.7M 0.87% 45
2017
Q2 		– Sell
-83,947
Closed -$3.6M – 282
2017
Q1 		$3.6M Sell
83,947
-4,555
-5% -$202K 0.87% 36
2016
Q4 		$3.74M Buy
+88,502
New +$3.35M 0.93% 26

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

USA Financial Formulas's MS Position: Q1 2026 in Review

USA Financial Formulas sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,956 shares — an estimated $525K sold.

USA Financial Formulas first reported a position in MS in Q4 2016 and held it in 15 quarters. The position peaked at $3.74M in Q4 2016. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • USA Financial Formulas reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,956 Morgan Stanley shares in Q1 2026, an estimated $525K.
  • USA Financial Formulas first reported a position in Morgan Stanley in Q4 2016 and held it in 15 quarters.
  • USA Financial Formulas's Morgan Stanley position peaked at $3.74M in Q4 2016.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.