Accuvest Global Advisors’s Morgan Stanley MS Stock Holding History

Accuvest Global 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 Q2	$211K	Buy	+1,010	New	+$200K	0.18%	75
2022 Q2	–	Sell	-7,378	Closed	-$645K	–	114
2022 Q1	$645K	Buy	7,378 +3,349	+83%	+$323K	0.32%	58
2021 Q4	$395K	Buy	+4,029	New	+$401K	0.17%	76
2020 Q3	–	Sell	-284	Closed	-$14K	–	48
2020 Q2	$14K	Buy	+284	New	+$11.9K	0.04%	41
2017 Q2	–	Sell	-10,086	Closed	-$432K	–	101
2017 Q1	$432K	Buy	+10,086	New	+$448K	0.14%	85

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Accuvest Global Advisors's MS Position: Q2 2026 in Review

Accuvest Global Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,010 shares worth $211K. The stake represents 0.18% of the portfolio and ranks #75 among its holdings. This is a return to the name: Accuvest Global Advisors previously reported a position in MS as recently as Q1 2022.

Accuvest Global Advisors first reported a position in MS in Q1 2017 and has held it in 5 quarters since. The position peaked at $645K in Q1 2022. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Accuvest Global Advisors held 1,010 shares of Morgan Stanley worth $211K as of Q2 2026.
Morgan Stanley was a new Accuvest Global Advisors position in Q2 2026.
Morgan Stanley made up 0.18% of Accuvest Global Advisors's portfolio in Q2 2026, its #75 holding.
Accuvest Global Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 5 quarters since.
Accuvest Global Advisors's Morgan Stanley position peaked at $645K in Q1 2022.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.