Zhang Financial’s Morgan Stanley MS Stock Holding History

Zhang Financial’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	$1.16M	Buy	7,042 +353	+5%	+$61.1K	0.04%	173
2025 Q4	$1.19M	Buy	6,689 +38	+0.6%	+$6.34K	0.04%	163
2025 Q3	$1.06M	Buy	6,651 +288	+5%	+$42.5K	0.04%	171
2025 Q2	$896K	Buy	6,363 +3,053	+92%	+$375K	0.04%	175
2025 Q1	$386K	Sell	3,310 -292	-8%	-$37.6K	0.02%	223
2024 Q4	$453K	Buy	3,602 +586	+19%	+$72.2K	0.03%	206
2024 Q3	$314K	Sell	3,016 -78	-3%	-$7.86K	0.02%	224
2024 Q2	$301K	Buy	3,094 +64	+2%	+$6.09K	0.02%	225
2024 Q1	$285K	Buy	3,030 +5	+0.2%	+$440	0.02%	229
2023 Q4	$282K	Buy	+3,025	New	+$242K	0.02%	222
2023 Q3	–	Sell	-2,623	Closed	-$224K	–	244
2023 Q2	$224K	Buy	+2,623	New	+$224K	0.02%	227

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

Zhang Financial's MS Position: Q1 2026 in Review

Zhang Financial increased its Morgan Stanley (MS) stake by 5.3% in Q1 2026, buying an estimated $61.1K and bringing the position to 7,042 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #173.

Zhang Financial first reported a position in MS in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Zhang Financial held 7,042 shares of Morgan Stanley worth $1.16M as of Q1 2026.
Zhang Financial bought 353 Morgan Stanley shares in Q1 2026, an estimated $61.1K.
Morgan Stanley made up 0.04% of Zhang Financial's portfolio in Q1 2026, its #173 holding.
Zhang Financial first reported a position in Morgan Stanley in Q2 2023 and has held it in 11 quarters since.
Zhang Financial's Morgan Stanley position peaked at $1.19M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.