COFG Advisors’s Morgan Stanley MS Stock Holding History

COFG 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	$464K	Sell	2,219 -105	-5%	-$20.8K	0.08%	176
2026 Q1	$383K	Buy	2,324 +131	+6%	+$22.7K	0.09%	140
2025 Q4	$389K	Buy	+2,193	New	+$366K	0.1%	142

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

COFG Advisors's MS Position: Q2 2026 in Review

COFG Advisors reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $20.8K and leaving 2,219 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #176.

COFG Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

COFG Advisors held 2,219 shares of Morgan Stanley worth $464K as of Q2 2026.
COFG Advisors sold 105 Morgan Stanley shares in Q2 2026, an estimated $20.8K.
Morgan Stanley made up 0.08% of COFG Advisors's portfolio in Q2 2026, its #176 holding.
COFG Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.