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Bouchey Financial Group’s Morgan Stanley MS Stock Holding History

Bouchey Financial Group’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 		$535K Buy
2,560
+209
+9% +$41.4K 0.03% 96
2026
Q1 		$419K Buy
2,351
+39
+2% +$6.75K 0.03% 106
2025
Q4 		$410K Buy
2,312
+44
+2% +$7.34K 0.03% 97
2025
Q3 		$361K Hold
2,268
– – 0.03% 102
2025
Q2 		$319K Buy
2,268
+101
+5% +$12.4K 0.03% 102
2025
Q1 		$253K Sell
2,167
-59
-3% -$7.6K 0.02% 115
2024
Q4 		$280K Hold
2,226
– – 0.02% 110
2024
Q3 		$232K Buy
2,226
+33
+2% +$3.32K 0.02% 134
2024
Q2 		$213K Sell
2,193
-101
-4% -$9.61K 0.02% 135
2024
Q1 		$216K Buy
+2,294
New +$202K 0.02% 133

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

Bouchey Financial Group's MS Position: Q2 2026 in Review

Bouchey Financial Group increased its Morgan Stanley (MS) stake by 8.9% in Q2 2026, buying an estimated $41.4K and bringing the position to 2,560 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #96.

Bouchey Financial Group first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bouchey Financial Group held 2,560 shares of Morgan Stanley worth $535K as of Q2 2026.
  • Bouchey Financial Group bought 209 Morgan Stanley shares in Q2 2026, an estimated $41.4K.
  • Morgan Stanley made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #96 holding.
  • Bouchey Financial Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.