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Crusonia Wealth Advisors’s Morgan Stanley MS Stock Holding History

Crusonia Wealth 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 		$660K Buy
3,156
+956
+43% +$189K 0.11% 128
2026
Q1 		$362K Buy
2,200
+86
+4% +$14.9K 0.07% 144
2025
Q4 		$375K Buy
+2,114
New +$353K 0.08% 131

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

Crusonia Wealth Advisors's MS Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its Morgan Stanley (MS) stake by 43% in Q2 2026, buying an estimated $189K and bringing the position to 3,156 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #128.

Crusonia Wealth 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.

  • Crusonia Wealth Advisors held 3,156 shares of Morgan Stanley worth $660K as of Q2 2026.
  • Crusonia Wealth Advisors bought 956 Morgan Stanley shares in Q2 2026, an estimated $189K.
  • Morgan Stanley made up 0.11% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Crusonia Wealth 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 Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.