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Advisory Alpha’s Morgan Stanley MS Stock Holding History

Advisory Alpha’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 		$1.93M Buy
9,219
+921
+11% +$182K 0.05% 138
2026
Q1 		$1.37M Buy
8,298
+766
+10% +$133K 0.04% 159
2025
Q4 		$1.34M Buy
7,532
+920
+14% +$153K 0.04% 159
2025
Q3 		$1.03M Buy
6,612
+2,239
+51% +$331K 0.03% 175
2025
Q2 		$616K Buy
4,373
+1,164
+36% +$143K 0.02% 239
2025
Q1 		$374K Buy
3,209
+632
+25% +$81.4K 0.01% 301
2024
Q4 		$324K Buy
2,577
+130
+5% +$16K 0.01% 303
2024
Q3 		$255K Sell
2,447
-17
-0.7% -$1.71K 0.01% 350
2024
Q2 		$239K Sell
2,464
-180
-7% -$17.1K 0.01% 337
2024
Q1 		$249K Buy
2,644
+117
+5% +$10.3K 0.01% 337
2023
Q4 		$236K Buy
+2,527
New +$202K 0.01% 304
2020
Q4 		– Sell
-250
Closed -$12K – 442
2020
Q3 		$12K Buy
+250
New +$12.6K ﹤0.01% 402
2020
Q2 		– Sell
-250
Closed -$9.37K – 415
2020
Q1 		$9.37K Hold
250
– – ﹤0.01% 415
2019
Q4 		$13.2K Buy
250
+149
+148% +$7.05K ﹤0.01% 460
2019
Q3 		$4.07K Buy
+101
New +$4.32K ﹤0.01% 568
2019
Q2 		– Sell
-19
Closed -$883 – 447
2019
Q1 		$883 Buy
+19
New +$800 ﹤0.01% 608

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 $3.38T AUM 44.17% 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

Advisory Alpha's MS Position: Q2 2026 in Review

Advisory Alpha increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $182K and bringing the position to 9,219 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #138.

Advisory Alpha first reported a position in MS in Q1 2019 and has held it in 16 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Advisory Alpha held 9,219 shares of Morgan Stanley worth $1.93M as of Q2 2026.
  • Advisory Alpha bought 921 Morgan Stanley shares in Q2 2026, an estimated $182K.
  • Morgan Stanley made up 0.05% of Advisory Alpha's portfolio in Q2 2026, its #138 holding.
  • Advisory Alpha first reported a position in Morgan Stanley in Q1 2019 and has held it in 16 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.