Advisors Preferred’s Morgan Stanley MS Stock Holding History

Advisors Preferred’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	$2.42M	Hold	11,300	–	–	0.37%	67
2026 Q1	$1.86M	Hold	11,300	–	–	0.27%	80
2025 Q4	$2.06M	Hold	11,300	–	–	0.33%	83
2025 Q3	$1.77M	Hold	11,300	–	–	0.26%	80
2025 Q2	$1.59M	Hold	11,300	–	–	0.26%	87
2025 Q1	$1.31M	Buy	+11,300	New	+$1.46M	0.18%	99
2016 Q3	–	Sell	-171	Closed	-$4K	–	239
2016 Q2	$4K	Buy	+171	New	+$4.47K	﹤0.01%	205

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

Advisors Preferred's MS Position: Q2 2026 in Review

Advisors Preferred held its Morgan Stanley (MS) position steady in Q2 2026 at 11,300 shares worth $2.42M. The position accounts for 0.37% of the portfolio, ranked #67.

Advisors Preferred first reported a position in MS in Q2 2016 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Advisors Preferred held 11,300 shares of Morgan Stanley worth $2.42M as of Q2 2026.
Advisors Preferred left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.37% of Advisors Preferred's portfolio in Q2 2026, its #67 holding.
Advisors Preferred first reported a position in Morgan Stanley in Q2 2016 and has held it in 7 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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