Align Financial’s Morgan Stanley MS Stock Holding History

Align Financial’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	$136K	Hold	649	–	–	0.07%	99
2026 Q1	$107K	Sell	649 -114,568	-99%	-$19.8M	0.06%	106
2025 Q4	$115K	Buy	+115,217	New	+$19.2M	0.07%	105

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

Align Financial's MS Position: Q2 2026 in Review

Align Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 649 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #99.

Align Financial first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Align Financial held 649 shares of Morgan Stanley worth $136K as of Q2 2026.
Align Financial left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.07% of Align Financial's portfolio in Q2 2026, its #99 holding.
Align Financial first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.