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Concurrent Investment Advisors’s Morgan Stanley MS Stock Holding History

Concurrent Investment 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 		$16.3M Buy
78,004
+15,315
+24% +$3.03M 0.14% 156
2026
Q1 		$10.3M Sell
62,689
-13,649
-18% -$2.36M 0.11% 199
2025
Q4 		$13.6M Buy
76,338
+44,564
+140% +$7.43M 0.15% 139
2025
Q3 		$5.05M Sell
31,774
-9,626
-23% -$1.42M 0.09% 240
2025
Q2 		$5.83M Buy
41,400
+2,625
+7% +$322K 0.11% 194
2025
Q1 		$4.52M Buy
38,775
+21,657
+127% +$2.79M 0.11% 206
2024
Q4 		$2.15M Sell
17,118
-323
-2% -$39.8K 0.06% 307
2024
Q3 		$1.82M Buy
17,441
+1,717
+11% +$173K 0.05% 338
2024
Q2 		$1.53M Buy
15,724
+5,080
+48% +$484K 0.05% 342
2024
Q1 		$1M Buy
10,644
+934
+10% +$82.3K 0.04% 370
2023
Q4 		$905K Buy
+9,710
New +$777K 0.04% 351

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's MS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $3.03M and bringing the position to 78,004 shares worth $16.3M. The position accounts for 0.14% of the portfolio, ranked #156.

Concurrent Investment Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Concurrent Investment Advisors held 78,004 shares of Morgan Stanley worth $16.3M as of Q2 2026.
  • Concurrent Investment Advisors bought 15,315 Morgan Stanley shares in Q2 2026, an estimated $3.03M.
  • Morgan Stanley made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Concurrent Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.