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Waverly Advisors’s Morgan Stanley MS Stock Holding History

Waverly 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 		$18.5M Buy
112,548
+25,515
+29% +$4.42M 0.14% 147
2025
Q4 		$15.5M Buy
87,033
+78,348
+902% +$13.1M 0.13% 152
2025
Q3 		$1.38M Buy
8,685
+54
+0.6% +$7.97K 0.01% 569
2025
Q2 		$1.22M Buy
8,631
+503
+6% +$61.8K 0.01% 576
2025
Q1 		$948K Buy
8,128
+1,523
+23% +$196K 0.01% 618
2024
Q4 		$830K Buy
6,605
+2,761
+72% +$340K 0.01% 561
2024
Q3 		$401K Sell
3,844
-177
-4% -$17.8K 0.01% 619
2024
Q2 		$391K Buy
4,021
+369
+10% +$35.1K 0.01% 622
2024
Q1 		$344K Buy
+3,652
New +$322K 0.01% 539
2014
Q4 		– Sell
-322
Closed -$11K – 577
2014
Q3 		$11K Hold
322
– – 0.01% 456
2014
Q2 		$10K Hold
322
– – ﹤0.01% 443
2014
Q1 		$10K Hold
322
– – ﹤0.01% 426
2013
Q4 		$10K Buy
+322
New +$9.57K ﹤0.01% 556

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

Waverly Advisors's MS Position: Q1 2026 in Review

Waverly Advisors increased its Morgan Stanley (MS) stake by 29% in Q1 2026, buying an estimated $4.42M and bringing the position to 112,548 shares worth $18.5M. The position accounts for 0.14% of the portfolio, ranked #147.

Waverly Advisors first reported a position in MS in Q4 2013 and has held it in 13 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Waverly Advisors held 112,548 shares of Morgan Stanley worth $18.5M as of Q1 2026.
  • Waverly Advisors bought 25,515 Morgan Stanley shares in Q1 2026, an estimated $4.42M.
  • Morgan Stanley made up 0.14% of Waverly Advisors's portfolio in Q1 2026, its #147 holding.
  • Waverly Advisors first reported a position in Morgan Stanley in Q4 2013 and has held it in 13 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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