Valley National Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $432K | Buy |
2,631
+39
| +2% | +$6.75K | 0.06% | 185 |
|
|
2025
Q4 | $459K | Buy |
2,592
+102
| +4% | +$17K | 0.06% | 178 |
|
|
2025
Q3 | $395K | Buy |
2,490
+80
| +3% | +$11.8K | 0.06% | 182 |
|
|
2025
Q2 | $338K | Buy |
2,410
+475
| +25% | +$58.3K | 0.06% | 196 |
|
|
2025
Q1 | $225K | Buy |
1,935
+196
| +11% | +$25.3K | 0.04% | 222 |
|
|
2024
Q4 | $218K | Buy |
1,739
+165
| +10% | +$20.3K | 0.04% | 216 |
|
|
2024
Q3 | $164K | Sell |
1,574
-687
| -30% | -$69.2K | 0.03% | 245 |
|
|
2024
Q2 | $219K | Buy |
2,261
+26
| +1% | +$2.48K | 0.03% | 229 |
|
|
2024
Q1 | $210K | Sell |
2,235
-256
| -10% | -$22.5K | 0.03% | 238 |
|
|
2023
Q4 | $232K | Sell |
2,491
-807
| -24% | -$64.6K | 0.04% | 224 |
|
|
2023
Q3 | $269K | Buy |
3,298
+190
| +6% | +$16.5K | 0.05% | 214 |
|
|
2023
Q2 | $266K | Sell |
3,108
-90
| -3% | -$7.7K | 0.04% | 220 |
|
|
2023
Q1 | $288K | Buy |
3,198
+94
| +3% | +$8.77K | 0.05% | 216 |
|
|
2022
Q4 | $277K | Sell |
3,104
-137
| -4% | -$11.7K | 0.05% | 220 |
|
|
2022
Q3 | $257K | Sell |
3,241
-3
| -0.1% | -$253 | 0.05% | 220 |
|
|
2022
Q2 | $250K | Buy |
3,244
+1,396
| +76% | +$114K | 0.05% | 203 |
|
|
2022
Q1 | $162K | Sell |
1,848
-233
| -11% | -$22.5K | 0.03% | 247 |
|
|
2021
Q4 | $204K | Buy |
2,081
+8
| +0.4% | +$797 | 0.04% | 224 |
|
|
2021
Q3 | $202K | Buy |
2,073
+3
| +0.1% | +$297 | 0.04% | 217 |
|
|
2021
Q2 | $190K | Buy |
2,070
+131
| +7% | +$11.2K | 0.03% | 226 |
|
|
2021
Q1 | $151K | Buy |
1,939
+331
| +21% | +$25.4K | 0.03% | 235 |
|
|
2020
Q4 | $110K | Buy |
1,608
+4
| +0.2% | +$230 | 0.02% | 245 |
|
|
2020
Q3 | $78K | Sell |
1,604
-712
| -31% | -$35.9K | 0.02% | 254 |
|
|
2020
Q2 | $112K | Sell |
2,316
-1,427
| -38% | -$59.9K | 0.03% | 214 |
|
|
2020
Q1 | $127K | Sell |
3,743
-705
| -16% | -$33.2K | 0.04% | 196 |
|
|
2019
Q4 | $227K | Sell |
4,448
-279
| -6% | -$13.2K | 0.06% | 184 |
|
|
2019
Q3 | $202K | Sell |
4,727
-908
| -16% | -$38.8K | 0.06% | 190 |
|
|
2019
Q2 | $247K | Sell |
5,635
-1,580
| -22% | -$70.5K | 0.07% | 158 |
|
|
2019
Q1 | $304K | Sell |
7,215
-596
| -8% | -$25.1K | 0.09% | 147 |
|
|
2018
Q4 | $310K | Sell |
7,811
-971
| -11% | -$42.4K | 0.1% | 137 |
|
|
2018
Q3 | $409K | Sell |
8,782
-263
| -3% | -$12.8K | 0.14% | 127 |
|
|
2018
Q2 | $429K | Buy |
9,045
+466
| +5% | +$24.4K | 0.16% | 117 |
|
|
2018
Q1 | $463K | Buy |
8,579
+595
| +7% | +$32.9K | 0.17% | 108 |
|
|
2017
Q4 | $419K | Buy |
7,984
+8
| +0.1% | +$405 | 0.15% | 114 |
|
|
2017
Q3 | $384K | Buy |
7,976
+8
| +0.1% | +$371 | 0.13% | 110 |
|
|
2017
Q2 | $355K | Sell |
7,968
-354
| -4% | -$15.3K | 0.13% | 109 |
|
|
2017
Q1 | $357K | Buy |
8,322
+839
| +11% | +$37.2K | 0.14% | 104 |
|
|
2016
Q4 | $316K | Buy |
7,483
+6,491
| +654% | +$245K | 0.15% | 115 |
|
|
2016
Q3 | $32K | Hold |
992
| – | – | 0.02% | 268 |
|
|
2016
Q2 | $26K | Hold |
992
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $25K | Buy |
992
+156
| +19% | +$3.98K | 0.01% | 281 |
|
|
2015
Q4 | $27K | Hold |
836
| – | – | 0.02% | 272 |
|
|
2015
Q3 | $26K | Hold |
836
| – | – | 0.02% | 273 |
|
|
2015
Q2 | $32K | Hold |
836
| – | – | 0.02% | 256 |
|
|
2015
Q1 | $30K | Buy |
836
+776
| +1,293% | +$27.8K | 0.02% | 257 |
|
|
2014
Q4 | $2K | Buy |
+60
| New | +$2.13K | ﹤0.01% | 389 |
|
Other funds holding MS
VCM
VPM
Valley National Advisers's MS Position: Q1 2026 in Review
Valley National Advisers increased its Morgan Stanley (MS) stake by 1.5% in Q1 2026, buying an estimated $6.75K and bringing the position to 2,631 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #185.
Valley National Advisers first reported a position in MS in Q4 2014 and has held it in 46 quarters since. The position peaked at $463K in Q1 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Valley National Advisers held 2,631 shares of Morgan Stanley worth $432K as of Q1 2026.
- Valley National Advisers bought 39 Morgan Stanley shares in Q1 2026, an estimated $6.75K.
- Morgan Stanley made up 0.06% of Valley National Advisers's portfolio in Q1 2026, its #185 holding.
- Valley National Advisers first reported a position in Morgan Stanley in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's Morgan Stanley position peaked at $463K in Q1 2018.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.