Your Advocates Ltd’s Morgan Stanley MS Stock Holding History

Your Advocates Ltd’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	$9.22K	Hold	56	–	–	﹤0.01%	130
2025 Q4	$9.94K	Hold	56	–	–	﹤0.01%	130
2025 Q3	$8.9K	Hold	56	–	–	﹤0.01%	123
2025 Q2	$7.89K	Hold	56	–	–	﹤0.01%	115
2025 Q1	$6.53K	Hold	56	–	–	﹤0.01%	124
2024 Q4	$7.04K	Hold	56	–	–	﹤0.01%	119
2024 Q3	$5.84K	Hold	56	–	–	﹤0.01%	143
2024 Q2	$5.44K	Hold	56	–	–	﹤0.01%	143
2024 Q1	$5.27K	Hold	56	–	–	﹤0.01%	139
2023 Q4	$5.22K	Hold	56	–	–	﹤0.01%	136
2023 Q3	$4.57K	Hold	56	–	–	﹤0.01%	152
2023 Q2	$4.78K	Hold	56	–	–	﹤0.01%	172
2023 Q1	$4.92K	Hold	56	–	–	﹤0.01%	135
2022 Q4	$4.76K	Hold	56	–	–	﹤0.01%	120
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	123
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	127
2022 Q1	$5K	Hold	56	–	–	﹤0.01%	131
2021 Q4	$5K	Hold	56	–	–	﹤0.01%	122
2021 Q3	$5K	Buy	+56	New	+$5.55K	﹤0.01%	127

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Your Advocates Ltd's MS Position: Q1 2026 in Review

Your Advocates Ltd held its Morgan Stanley (MS) position steady in Q1 2026 at 56 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Your Advocates Ltd first reported a position in MS in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.94K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Your Advocates Ltd held 56 shares of Morgan Stanley worth $9.22K as of Q1 2026.
Your Advocates Ltd left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #130 holding.
Your Advocates Ltd first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
Your Advocates Ltd's Morgan Stanley position peaked at $9.94K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.