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Copley Financial Group’s Morgan Stanley MS Stock Holding History

Copley Financial Group’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 		$518K Sell
2,477
-1,116
-31% -$221K 0.31% 41
2026
Q1 		$591K Sell
3,593
-259
-7% -$44.8K 0.36% 39
2025
Q4 		$684K Sell
3,852
-505
-12% -$84.2K 0.42% 32
2025
Q3 		$693K Sell
4,357
-404
-8% -$59.7K 0.47% 30
2025
Q2 		$671K Sell
4,761
-504
-10% -$61.9K 0.5% 31
2025
Q1 		$614K Sell
5,265
-48
-0.9% -$6.18K 0.47% 38
2024
Q4 		$668K Sell
5,313
-836
-14% -$103K 0.51% 33
2024
Q3 		$641K Buy
+6,149
New +$619K 0.58% 34

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

Copley Financial Group's MS Position: Q2 2026 in Review

Copley Financial Group reduced its Morgan Stanley (MS) stake by 31% in Q2 2026, selling an estimated $221K and leaving 2,477 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #41.

Copley Financial Group first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $693K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Copley Financial Group held 2,477 shares of Morgan Stanley worth $518K as of Q2 2026.
  • Copley Financial Group sold 1,116 Morgan Stanley shares in Q2 2026, an estimated $221K.
  • Morgan Stanley made up 0.31% of Copley Financial Group's portfolio in Q2 2026, its #41 holding.
  • Copley Financial Group first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Morgan Stanley position peaked at $693K in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.