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Ashton Thomas Securities’s Morgan Stanley MS Stock Holding History

Ashton Thomas Securities’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 		$437K Buy
2,104
+457
+28% +$90.5K 0.06% 217
2026
Q1 		$271K Buy
1,647
+111
+7% +$19.2K 0.03% 308
2025
Q4 		$273K Buy
1,536
+1
+0.1% +$167 0.05% 221
2025
Q3 		$244K Buy
+1,535
New +$227K 0.03% 289
2024
Q4 		– Sell
-1,052
Closed -$110K – 875
2024
Q3 		$110K Buy
+1,052
New +$106K 0.02% 318

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

Ashton Thomas Securities's MS Position: Q2 2026 in Review

Ashton Thomas Securities increased its Morgan Stanley (MS) stake by 28% in Q2 2026, buying an estimated $90.5K and bringing the position to 2,104 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #217.

Ashton Thomas Securities first reported a position in MS in Q3 2024 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ashton Thomas Securities held 2,104 shares of Morgan Stanley worth $437K as of Q2 2026.
  • Ashton Thomas Securities bought 457 Morgan Stanley shares in Q2 2026, an estimated $90.5K.
  • Morgan Stanley made up 0.06% of Ashton Thomas Securities's portfolio in Q2 2026, its #217 holding.
  • Ashton Thomas Securities first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.