COMPASS FINANCIAL MANAGEMENT LLC’s Morgan Stanley MS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$750K	Buy	+3,504	New	+$694K	0.09%	214

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 3,504 shares worth $750K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings.

2,126 funds tracked by Wall St. Rank hold MS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,504 shares of Morgan Stanley worth $750K as of Q2 2026.
Morgan Stanley was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Morgan Stanley made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #214 holding.
2,126 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.