ACT Advisors’s Morgan Stanley MS Stock Holding History

ACT 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	$435K	Buy	2,080 +35	+2%	+$6.93K	0.14%	46
2026 Q1	$337K	Buy	+2,045	New	+$354K	0.14%	49

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ACT Advisors's MS Position: Q2 2026 in Review

ACT Advisors increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $6.93K and bringing the position to 2,080 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #46.

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

ACT Advisors held 2,080 shares of Morgan Stanley worth $435K as of Q2 2026.
ACT Advisors bought 35 Morgan Stanley shares in Q2 2026, an estimated $6.93K.
Morgan Stanley made up 0.14% of ACT Advisors's portfolio in Q2 2026, its #46 holding.
ACT Advisors first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.