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AFT Forsyth & Company’s Morgan Stanley MS Stock Holding History

AFT Forsyth & Company’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 		$617K Buy
2,950
+165
+6% +$32.7K 0.3% 61
2026
Q1 		$458K Buy
2,785
+100
+4% +$17.3K 0.22% 81
2025
Q4 		$477K Hold
2,685
– – 0.21% 86
2025
Q3 		$427K Hold
2,685
– – 0.2% 78
2025
Q2 		$378K Hold
2,685
– – 0.19% 81
2025
Q1 		$313K Hold
2,685
– – 0.17% 99
2024
Q4 		$338K Buy
2,685
+200
+8% +$24.6K 0.17% 101
2024
Q3 		$259K Hold
2,485
– – 0.13% 117
2024
Q2 		$242K Hold
2,485
– – 0.12% 125
2024
Q1 		$234K Hold
2,485
– – 0.13% 129
2023
Q4 		$232K Buy
+2,485
New +$199K 0.15% 126
2023
Q3 		– Sell
-2,385
Closed -$204K – 132
2023
Q2 		$204K Buy
2,385
+100
+4% +$8.55K 0.14% 130
2023
Q1 		$201K Buy
+2,285
New +$213K 0.15% 135
2022
Q1 		– Sell
-2,085
Closed -$205K – 154
2021
Q4 		$205K Buy
+2,085
New +$208K 0.11% 155
2013
Q3 		$4K Hold
130
– – 0.01% 295
2013
Q2 		$3K Buy
+130
New +$3.08K ﹤0.01% 281

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

AFT Forsyth & Company's MS Position: Q2 2026 in Review

AFT Forsyth & Company increased its Morgan Stanley (MS) stake by 5.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,950 shares worth $617K. The position accounts for 0.3% of the portfolio, ranked #61.

AFT Forsyth & Company first reported a position in MS in Q2 2013 and has held it in 16 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AFT Forsyth & Company held 2,950 shares of Morgan Stanley worth $617K as of Q2 2026.
  • AFT Forsyth & Company bought 165 Morgan Stanley shares in Q2 2026, an estimated $32.7K.
  • Morgan Stanley made up 0.3% of AFT Forsyth & Company's portfolio in Q2 2026, its #61 holding.
  • AFT Forsyth & Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 16 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.