Catalyst Financial Partners’s Morgan Stanley MS Stock Holding History

Catalyst Financial 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	$1.71M	Buy	8,193 +227	+3%	+$45K	0.17%	73
2026 Q1	$1.31M	Buy	7,966 +528	+7%	+$91.4K	0.15%	82
2025 Q4	$1.32M	Sell	7,438 -53	-0.7%	-$8.84K	0.15%	77
2025 Q3	$1.19M	Buy	7,491 +204	+3%	+$30.1K	0.14%	73
2025 Q2	$1.03M	Buy	7,287 +413	+6%	+$50.7K	0.11%	77
2025 Q1	$802K	Buy	6,874 +139	+2%	+$17.9K	0.15%	87
2024 Q4	$847K	Buy	6,735 +90	+1%	+$11.1K	0.16%	77
2024 Q3	$693K	Buy	6,645 +368	+6%	+$37.1K	0.14%	98
2024 Q2	$610K	Buy	6,277 +272	+5%	+$25.9K	0.13%	100
2024 Q1	$541K	Buy	6,005 +180	+3%	+$15.9K	0.14%	97
2023 Q4	$543K	Buy	5,825 +160	+3%	+$12.8K	0.15%	88
2023 Q3	$463K	Buy	5,665 +438	+8%	+$38K	0.15%	101
2023 Q2	$446K	Buy	5,227 +543	+12%	+$46.4K	0.16%	95
2023 Q1	$411K	Buy	4,684 +1,284	+38%	+$120K	0.18%	85
2022 Q4	$289K	Buy	+3,400	New	+$290K	0.15%	113

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

Catalyst Financial Partners's MS Position: Q2 2026 in Review

Catalyst Financial Partners increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $45K and bringing the position to 8,193 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #73.

Catalyst Financial Partners first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Catalyst Financial Partners held 8,193 shares of Morgan Stanley worth $1.71M as of Q2 2026.
Catalyst Financial Partners bought 227 Morgan Stanley shares in Q2 2026, an estimated $45K.
Morgan Stanley made up 0.17% of Catalyst Financial Partners's portfolio in Q2 2026, its #73 holding.
Catalyst Financial Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.