Archford Capital Strategies’s Morgan Stanley MS Stock Holding History

Archford Capital Strategies’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	$216K	Buy	+1,033	New	+$205K	0.02%	347
2018 Q4	–	Sell	-527	Closed	-$25K	–	521
2018 Q3	$25K	Hold	527	–	–	0.01%	333
2018 Q2	$25K	Hold	527	–	–	0.01%	347
2018 Q1	$28K	Buy	+527	New	+$29.2K	0.01%	247
2017 Q2	–	Sell	-1,054	Closed	-$45K	–	464
2017 Q1	$45K	Hold	1,054	–	–	0.02%	292
2016 Q4	$44K	Hold	1,054	–	–	0.02%	261
2016 Q3	$33K	Hold	1,054	–	–	0.01%	291
2016 Q2	$27K	Buy	+1,054	New	+$27.6K	0.01%	306
2016 Q1	–	Sell	-1,054	Closed	-$34K	–	438
2015 Q4	$34K	Buy	+1,054	New	+$35K	0.02%	298

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Archford Capital Strategies's MS Position: Q2 2026 in Review

Archford Capital Strategies opened a new position in Morgan Stanley (MS) in Q2 2026: 1,033 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: Archford Capital Strategies previously reported a position in MS as recently as Q3 2018.

Archford Capital Strategies first reported a position in MS in Q4 2015 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Archford Capital Strategies held 1,033 shares of Morgan Stanley worth $216K as of Q2 2026.
Morgan Stanley was a new Archford Capital Strategies position in Q2 2026.
Morgan Stanley made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #347 holding.
Archford Capital Strategies first reported a position in Morgan Stanley in Q4 2015 and has held it in 9 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.