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Allen Mooney & Barnes Investment Advisors’s Morgan Stanley MS Stock Holding History

Allen Mooney & Barnes Investment 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 		$462K Buy
2,211
+2
+0.1% +$396 0.07% 107
2026
Q1 		$364K Buy
2,209
+3
+0.1% +$519 0.05% 118
2025
Q4 		$392K Buy
2,206
+3
+0.1% +$500 0.06% 113
2025
Q3 		$350K Buy
2,203
+3
+0.1% +$443 0.05% 118
2025
Q2 		$310K Sell
2,200
-247
-10% -$30.3K 0.05% 128
2025
Q1 		$286K Sell
2,447
-107
-4% -$13.8K 0.05% 132
2024
Q4 		$321K Buy
2,554
+3
+0.1% +$369 0.05% 123
2024
Q3 		$266K Buy
2,551
+104
+4% +$10.5K 0.05% 135
2024
Q2 		$238K Sell
2,447
-57
-2% -$5.43K 0.04% 141
2024
Q1 		$217K Buy
2,504
+11
+0.4% +$969 0.04% 151
2023
Q4 		$232K Buy
2,493
+5
+0.2% +$400 0.04% 145
2023
Q3 		$203K Buy
2,488
+4
+0.2% +$347 0.04% 143
2023
Q2 		$212K Buy
2,484
+68
+3% +$5.82K 0.05% 139
2023
Q1 		$212K Sell
2,416
-127
-5% -$11.9K 0.05% 126
2022
Q4 		$216K Buy
2,543
+3
+0.1% +$256 0.05% 126
2022
Q3 		$201K Buy
+2,540
New +$214K 0.05% 128
2022
Q2 		– Sell
-2,532
Closed -$221K – 145
2022
Q1 		$221K Buy
+2,532
New +$244K 0.05% 142

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

Allen Mooney & Barnes Investment Advisors's MS Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Morgan Stanley (MS) stake by 0.09% in Q2 2026, buying an estimated $396 and bringing the position to 2,211 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #107.

Allen Mooney & Barnes Investment Advisors first reported a position in MS in Q1 2022 and has held it in 17 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 2,211 shares of Morgan Stanley worth $462K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 17 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.