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Advisor OS’s Morgan Stanley MS Stock Holding History

Advisor OS’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 		$902K Sell
4,314
-1,506
-26% -$298K 0.06% 211
2026
Q1 		$958K Buy
5,820
+947
+19% +$164K 0.07% 188
2025
Q4 		$865K Buy
4,873
+1,016
+26% +$169K 0.07% 183
2025
Q3 		$613K Buy
3,857
+104
+3% +$15.4K 0.05% 223
2025
Q2 		$529K Buy
3,753
+910
+32% +$112K 0.05% 247
2025
Q1 		$332K Buy
2,843
+154
+6% +$19.8K 0.04% 307
2024
Q4 		$338K Buy
2,689
+290
+12% +$35.7K 0.04% 295
2024
Q3 		$250K Buy
2,399
+123
+5% +$12.4K 0.02% 349
2024
Q2 		$221K Buy
+2,276
New +$217K 0.02% 353
2021
Q1 		– Sell
-3,429
Closed -$235K – 204
2020
Q4 		$235K Buy
+3,429
New +$197K 0.06% 124

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

Advisor OS's MS Position: Q2 2026 in Review

Advisor OS reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $298K and leaving 4,314 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #211.

Advisor OS first reported a position in MS in Q4 2020 and has held it in 10 quarters since. The position peaked at $958K in Q1 2026. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Advisor OS held 4,314 shares of Morgan Stanley worth $902K as of Q2 2026.
  • Advisor OS sold 1,506 Morgan Stanley shares in Q2 2026, an estimated $298K.
  • Morgan Stanley made up 0.06% of Advisor OS's portfolio in Q2 2026, its #211 holding.
  • Advisor OS first reported a position in Morgan Stanley in Q4 2020 and has held it in 10 quarters since.
  • Advisor OS's Morgan Stanley position peaked at $958K in Q1 2026.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.