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Auxano Advisors’s Morgan Stanley MS Stock Holding History

Auxano 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 		$614K Hold
2,939
– – 0.12% 113
2026
Q1 		$484K Sell
2,939
-188
-6% -$32.5K 0.1% 130
2025
Q4 		$555K Buy
3,127
+251
+9% +$41.9K 0.11% 107
2025
Q3 		$457K Buy
2,876
+81
+3% +$12K 0.1% 103
2025
Q2 		$394K Sell
2,795
-43
-2% -$5.28K 0.09% 110
2025
Q1 		$331K Sell
2,838
-160
-5% -$20.6K 0.09% 117
2024
Q4 		$377K Buy
2,998
+96
+3% +$11.8K 0.1% 108
2024
Q3 		$303K Buy
2,902
+177
+6% +$17.8K 0.08% 129
2024
Q2 		$265K Sell
2,725
-63
-2% -$6K 0.07% 128
2024
Q1 		$263K Buy
+2,788
New +$246K 0.08% 131

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 $3.38T AUM 44.17% 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

Auxano Advisors's MS Position: Q2 2026 in Review

Auxano Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 2,939 shares worth $614K. The position accounts for 0.12% of the portfolio, ranked #113.

Auxano Advisors first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Auxano Advisors held 2,939 shares of Morgan Stanley worth $614K as of Q2 2026.
  • Auxano Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.12% of Auxano Advisors's portfolio in Q2 2026, its #113 holding.
  • Auxano Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.