AAG
MS icon

Accordant Advisory Group’s Morgan Stanley MS Stock Holding History

Accordant Advisory Group’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
Q2 		$98.2K Hold
470
– – 0.07% 68
2026
Q1 		$77.3K Hold
470
– – 0.05% 73
2025
Q4 		$83.4K Hold
470
– – 0.06% 67
2025
Q3 		$74.7K Hold
470
– – 0.05% 76
2025
Q2 		$66.2K Hold
470
– – 0.05% 76
2025
Q1 		$54.8K Hold
470
– – 0.05% 60
2024
Q4 		$59.1K Hold
470
– – 0.06% 61
2024
Q3 		$49K Hold
470
– – 0.04% 70
2024
Q2 		$45.7K Hold
470
– – 0.04% 79
2024
Q1 		$44.3K Buy
+470
New +$41.4K 0.03% 130

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Accordant Advisory Group's MS Position: Q2 2026 in Review

Accordant Advisory Group held its Morgan Stanley (MS) position steady in Q2 2026 at 470 shares worth $98.2K. The position accounts for 0.07% of the portfolio, ranked #68.

Accordant Advisory Group first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Accordant Advisory Group held 470 shares of Morgan Stanley worth $98.2K as of Q2 2026.
  • Accordant Advisory Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.07% of Accordant Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Accordant Advisory Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.