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Avestar Capital’s Morgan Stanley MS Stock Holding History

Avestar Capital’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
2022
Q2 		– Sell
-7,000
Closed -$612K – 368
2022
Q1 		$612K Sell
7,000
-1,000
-13% -$96.5K 0.1% 194
2021
Q4 		$785K Buy
+8,000
New +$797K 0.1% 190

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

Avestar Capital's MS Position: Q2 2026 in Review

Avestar Capital reduced its Morgan Stanley (MS) stake by 5.6% in Q2 2026, selling an estimated $159K and leaving 13,658 shares worth $2.86M. The position accounts for 0.16% of the portfolio, ranked #109.

Avestar Capital first reported a position in MS in Q4 2017 and has held it in 26 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Avestar Capital held 13,658 shares of Morgan Stanley worth $2.86M as of Q2 2026.
  • Avestar Capital sold 804 Morgan Stanley shares in Q2 2026, an estimated $159K.
  • Morgan Stanley made up 0.16% of Avestar Capital's portfolio in Q2 2026, its #109 holding.
  • Avestar Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 26 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.