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Aletheian Wealth Advisors’s Morgan Stanley MS Stock Holding History

Aletheian Wealth Advisors’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 		$296K Buy
+1,416
New +$280K 0.13% 87
2025
Q3 		$203K Buy
+1,274
New +$188K 0.09% 96

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

Aletheian Wealth Advisors's MS Position: Q2 2026 in Review

Aletheian Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,416 shares worth $296K. The stake represents 0.13% of the portfolio and ranks #87 among its holdings. This is a return to the name: Aletheian Wealth Advisors previously reported a position in MS as recently as Q3 2025.

Aletheian Wealth Advisors first reported a position in MS in Q3 2025 and has held it in 2 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aletheian Wealth Advisors held 1,416 shares of Morgan Stanley worth $296K as of Q2 2026.
  • Morgan Stanley was a new Aletheian Wealth Advisors position in Q2 2026.
  • Morgan Stanley made up 0.13% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Aletheian Wealth Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 2 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.