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Aviso Financial’s Morgan Stanley MS Stock Holding History

Aviso Financial’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 		– Sell
-500
Closed -$82.3K – 323
2026
Q1 		$82.3K Hold
500
– – ﹤0.01% 242
2025
Q4 		$88.8K Hold
500
– – ﹤0.01% 237
2025
Q3 		$79.5K Sell
500
-20
-4% -$2.95K ﹤0.01% 247
2025
Q2 		$73.2K Buy
520
+20
+4% +$2.46K ﹤0.01% 249
2025
Q1 		$58.3K Hold
500
– – ﹤0.01% 256
2024
Q4 		$62.9K Hold
500
– – ﹤0.01% 262
2024
Q3 		$52.1K Sell
500
-325
-39% -$32.7K ﹤0.01% 263
2024
Q2 		$80.2K Buy
+825
New +$78.5K ﹤0.01% 252

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

Aviso Financial's MS Position: Q2 2026 in Review

Aviso Financial sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 500 shares — an estimated $82.3K sold.

Aviso Financial first reported a position in MS in Q2 2024 and held it in 8 quarters. The position peaked at $88.8K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aviso Financial reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 500 Morgan Stanley shares in Q2 2026, an estimated $82.3K.
  • Aviso Financial first reported a position in Morgan Stanley in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's Morgan Stanley position peaked at $88.8K in Q4 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.