VA
MS icon

Valmark Advisers’s Morgan Stanley MS Stock Holding History

Valmark Advisers’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 		$683K Buy
4,150
+335
+9% +$58K 0.01% 410
2025
Q4 		$677K Buy
3,815
+16
+0.4% +$2.67K 0.01% 399
2025
Q3 		$604K Buy
3,799
+71
+2% +$10.5K 0.01% 404
2025
Q2 		$525K Sell
3,728
-396
-10% -$48.6K 0.01% 438
2025
Q1 		$481K Buy
4,124
+197
+5% +$25.4K 0.01% 433
2024
Q4 		$494K Buy
3,927
+1,171
+42% +$144K 0.01% 419
2024
Q3 		$287K Sell
2,756
-68
-2% -$6.85K ﹤0.01% 509
2024
Q2 		$274K Sell
2,824
-57
-2% -$5.43K ﹤0.01% 489
2024
Q1 		$271K Hold
2,881
– – ﹤0.01% 474
2023
Q4 		$269K Sell
2,881
-25
-0.9% -$2K 0.01% 445
2023
Q3 		$237K Sell
2,906
-43
-1% -$3.73K ﹤0.01% 434
2023
Q2 		$252K Buy
2,949
+62
+2% +$5.3K 0.01% 430
2023
Q1 		$253K Sell
2,887
-66
-2% -$6.16K 0.01% 423
2022
Q4 		$251K Buy
2,953
+45
+2% +$3.83K 0.01% 396
2022
Q3 		$230K Sell
2,908
-6
-0.2% -$506 ﹤0.01% 381
2022
Q2 		$222K Sell
2,914
-1,610
-36% -$132K ﹤0.01% 386
2022
Q1 		$395K Buy
+4,524
New +$436K 0.01% 331
2021
Q4 		– Sell
-3,024
Closed -$294K – 417
2021
Q3 		$294K Buy
3,024
+67
+2% +$6.64K 0.01% 328
2021
Q2 		$271K Buy
+2,957
New +$254K 0.01% 341

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

Valmark Advisers's MS Position: Q1 2026 in Review

Valmark Advisers increased its Morgan Stanley (MS) stake by 8.8% in Q1 2026, buying an estimated $58K and bringing the position to 4,150 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #410.

Valmark Advisers first reported a position in MS in Q2 2021 and has held it in 19 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Valmark Advisers held 4,150 shares of Morgan Stanley worth $683K as of Q1 2026.
  • Valmark Advisers bought 335 Morgan Stanley shares in Q1 2026, an estimated $58K.
  • Morgan Stanley made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #410 holding.
  • Valmark Advisers first reported a position in Morgan Stanley in Q2 2021 and has held it in 19 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.