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DecisionPoint Financial’s Morgan Stanley MS Stock Holding History

DecisionPoint Financial’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 		$4.66K Buy
22
+10
+83% +$1.98K ﹤0.01% 241
2026
Q1 		$1.98K Hold
12
– – ﹤0.01% 278
2025
Q4 		$2.13K Hold
12
– – ﹤0.01% 325
2025
Q3 		$1.88K Hold
12
– – ﹤0.01% 246
2025
Q2 		$1.69K Buy
+12
New +$1.47K ﹤0.01% 248
2023
Q2 		– Sell
-5
Closed -$439 – 208
2023
Q1 		$439 Hold
5
– – ﹤0.01% 187
2022
Q4 		$426 Buy
+5
New +$426 ﹤0.01% 169

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

DecisionPoint Financial's MS Position: Q2 2026 in Review

DecisionPoint Financial increased its Morgan Stanley (MS) stake by 83% in Q2 2026, buying an estimated $1.98K and bringing the position to 22 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

DecisionPoint Financial first reported a position in MS in Q4 2022 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • DecisionPoint Financial held 22 shares of Morgan Stanley worth $4.66K as of Q2 2026.
  • DecisionPoint Financial bought 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #241 holding.
  • DecisionPoint Financial first reported a position in Morgan Stanley in Q4 2022 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.