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Beacon Financial Advisory’s Morgan Stanley MS Stock Holding History

Beacon Financial Advisory’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 		$457K Buy
2,188
+97
+5% +$19.2K 0.09% 260
2026
Q1 		$344K Sell
2,091
-17
-0.8% -$2.94K 0.08% 290
2025
Q4 		$374K Sell
2,108
-35
-2% -$5.84K 0.09% 258
2025
Q3 		$341K Buy
2,143
+89
+4% +$13.1K 0.08% 271
2025
Q2 		$289K Buy
2,054
+110
+6% +$13.5K 0.07% 277
2025
Q1 		$227K Buy
1,944
+242
+14% +$31.2K 0.07% 297
2024
Q4 		$214K Buy
+1,702
New +$210K 0.07% 276
2024
Q3 		– Sell
-2,080
Closed -$202K – 314
2024
Q2 		$202K Buy
+2,080
New +$198K 0.08% 276

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

Beacon Financial Advisory's MS Position: Q2 2026 in Review

Beacon Financial Advisory increased its Morgan Stanley (MS) stake by 4.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,188 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #260.

Beacon Financial Advisory first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Beacon Financial Advisory held 2,188 shares of Morgan Stanley worth $457K as of Q2 2026.
  • Beacon Financial Advisory bought 97 Morgan Stanley shares in Q2 2026, an estimated $19.2K.
  • Morgan Stanley made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #260 holding.
  • Beacon Financial Advisory first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.