Aviance Capital Partners’s Morgan Stanley MS Stock Holding History

Aviance Capital Partners’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	$315K	Hold	1,506	–	–	0.03%	321
2026 Q1	$248K	Sell	1,506 -1	-0.1%	-$173	0.03%	335
2025 Q4	$268K	Hold	1,507	–	–	0.03%	318
2025 Q3	$240K	Hold	1,507	–	–	0.03%	329
2025 Q2	$212K	Buy	+1,507	New	+$185K	0.03%	329
2025 Q1	–	Sell	-1,597	Closed	-$201K	–	342
2024 Q4	$201K	Buy	+1,597	New	+$197K	0.03%	312
2016 Q1	–	Sell	-35,002	Closed	-$1.11M	–	209
2015 Q4	$1.11M	Sell	35,002 -11,949	-25%	-$397K	0.38%	76
2015 Q3	$1.48M	Buy	46,951 +1,270	+3%	+$46.2K	0.61%	44
2015 Q2	$1.77M	Buy	+45,681	New	+$1.74M	0.66%	34

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Aviance Capital Partners's MS Position: Q2 2026 in Review

Aviance Capital Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 1,506 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #321.

Aviance Capital Partners first reported a position in MS in Q2 2015 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2015. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Aviance Capital Partners held 1,506 shares of Morgan Stanley worth $315K as of Q2 2026.
Aviance Capital Partners left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #321 holding.
Aviance Capital Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 9 quarters since.
Aviance Capital Partners's Morgan Stanley position peaked at $1.77M in Q2 2015.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.