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Advyzon Investment Management’s Morgan Stanley MS Stock Holding History

Advyzon Investment Management’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
+402
+5% +$79.6K 0.14% 151
2026
Q1 		$1.45M Buy
8,817
+1,745
+25% +$302K 0.13% 160
2025
Q4 		$1.26M Buy
7,072
+2,477
+54% +$413K 0.15% 152
2025
Q3 		$730K Buy
4,595
+798
+21% +$118K 0.13% 160
2025
Q2 		$535K Buy
3,797
+109
+3% +$13.4K 0.12% 165
2025
Q1 		$430K Sell
3,688
-510
-12% -$65.7K 0.15% 129
2024
Q4 		$528K Buy
+4,198
New +$517K 0.2% 100

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

Advyzon Investment Management's MS Position: Q2 2026 in Review

Advyzon Investment Management increased its Morgan Stanley (MS) stake by 4.6% in Q2 2026, buying an estimated $79.6K and bringing the position to 9,219 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #151.

Advyzon Investment Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Advyzon Investment Management held 9,219 shares of Morgan Stanley worth $1.93M as of Q2 2026.
  • Advyzon Investment Management bought 402 Morgan Stanley shares in Q2 2026, an estimated $79.6K.
  • Morgan Stanley made up 0.14% of Advyzon Investment Management's portfolio in Q2 2026, its #151 holding.
  • Advyzon Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.