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Curran Financial Partners’s Morgan Stanley MS Stock Holding History

Curran Financial Partners’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 		$233K Buy
+1,114
New +$221K 0.03% 125
2026
Q1 		– Sell
-1,138
Closed -$202K – 130
2025
Q4 		$202K Buy
+1,138
New +$190K 0.04% 125

Other funds holding MS

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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

Curran Financial Partners's MS Position: Q2 2026 in Review

Curran Financial Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,114 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Curran Financial Partners previously reported a position in MS as recently as Q4 2025.

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

  • Curran Financial Partners held 1,114 shares of Morgan Stanley worth $233K as of Q2 2026.
  • Morgan Stanley was a new Curran Financial Partners position in Q2 2026.
  • Morgan Stanley made up 0.03% of Curran Financial Partners's portfolio in Q2 2026, its #125 holding.
  • Curran Financial Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.