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Clearstead Advisors’s Morgan Stanley MS Stock Holding History

Clearstead Advisors’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 		$8.54M Buy
40,871
+4,461
+12% +$883K 0.08% 179
2026
Q1 		$5.99M Sell
36,410
-4,946
-12% -$856K 0.05% 212
2025
Q4 		$7.34M Buy
41,356
+1,661
+4% +$277K 0.09% 156
2025
Q3 		$6.31M Buy
39,695
+2,625
+7% +$388K 0.08% 173
2025
Q2 		$5.22M Buy
37,070
+3,378
+10% +$415K 0.07% 190
2025
Q1 		$3.93M Buy
33,692
+325
+1% +$41.9K 0.06% 206
2024
Q4 		$4.19M Buy
33,367
+806
+2% +$99.3K 0.06% 201
2024
Q3 		$3.39M Sell
32,561
-68
-0.2% -$6.85K 0.05% 229
2024
Q2 		$3.17M Buy
32,629
+26,955
+475% +$2.57M 0.05% 219
2024
Q1 		$559K Buy
5,674
+116
+2% +$10.2K 0.03% 300
2023
Q4 		$518K Sell
5,558
-4,824
-46% -$386K 0.03% 306
2023
Q3 		$848K Buy
10,382
+4,763
+85% +$414K 0.02% 329
2023
Q2 		$480K Sell
5,619
-1,023
-15% -$87.5K 0.03% 296
2023
Q1 		$583K Buy
6,642
+4,045
+156% +$378K 0.04% 240
2022
Q4 		$221K Sell
2,597
-965
-27% -$82.2K 0.02% 365
2022
Q3 		$281K Buy
3,562
+179
+5% +$15.1K 0.03% 319
2022
Q2 		$257K Buy
3,383
+223
+7% +$18.3K 0.02% 340
2022
Q1 		$276K Buy
3,160
+1,789
+130% +$173K 0.02% 366
2021
Q4 		$135K Sell
1,371
-785
-36% -$78.2K 0.01% 460
2021
Q3 		$210K Buy
2,156
+673
+45% +$66.7K 0.02% 364
2021
Q2 		$136K Sell
1,483
-2
-0.1% -$171 0.01% 403
2021
Q1 		$115K Buy
1,485
+144
+11% +$11K 0.01% 416
2020
Q4 		$92K Sell
1,341
-75
-5% -$4.3K 0.01% 431
2020
Q3 		$68K Sell
1,416
-174
-11% -$8.77K 0.01% 422
2020
Q2 		$77K Sell
1,590
-299
-16% -$12.6K 0.01% 383
2020
Q1 		$64K Buy
+1,889
New +$89K 0.01% 378

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

Clearstead Advisors's MS Position: Q2 2026 in Review

Clearstead Advisors increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $883K and bringing the position to 40,871 shares worth $8.54M. The position accounts for 0.08% of the portfolio, ranked #179.

Clearstead Advisors first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clearstead Advisors held 40,871 shares of Morgan Stanley worth $8.54M as of Q2 2026.
  • Clearstead Advisors bought 4,461 Morgan Stanley shares in Q2 2026, an estimated $883K.
  • Morgan Stanley made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #179 holding.
  • Clearstead Advisors first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.