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AmeriFlex Group’s Morgan Stanley MS Stock Holding History

AmeriFlex Group’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 		$19.9K Buy
95
+64
+206% +$12.7K 0.01% 708
2026
Q1 		$5.13K Buy
31
+1
+3% +$173 ﹤0.01% 834
2025
Q4 		$5.33K Sell
30
-210
-88% -$35K ﹤0.01% 838
2025
Q3 		$38.1K Buy
240
+165
+220% +$24.4K 0.01% 506
2025
Q2 		$10.5K Hold
75
– – 0.01% 701
2025
Q1 		$8.75K Buy
75
+54
+257% +$6.96K ﹤0.01% 885
2024
Q4 		$2.91K Buy
+21
New +$2.59K ﹤0.01% 994

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

AmeriFlex Group's MS Position: Q2 2026 in Review

AmeriFlex Group increased its Morgan Stanley (MS) stake by 206% in Q2 2026, buying an estimated $12.7K and bringing the position to 95 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #708.

AmeriFlex Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AmeriFlex Group held 95 shares of Morgan Stanley worth $19.9K as of Q2 2026.
  • AmeriFlex Group bought 64 Morgan Stanley shares in Q2 2026, an estimated $12.7K.
  • Morgan Stanley made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #708 holding.
  • AmeriFlex Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Morgan Stanley position peaked at $38.1K in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.