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Demars Financial Group’s Morgan Stanley MS Stock Holding History

Demars 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 		$203K Buy
+970
New +$192K 0.06% 112

Other funds holding MS

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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

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

Demars Financial Group opened a new position in Morgan Stanley (MS) in Q2 2026: 970 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Demars Financial Group held 970 shares of Morgan Stanley worth $203K as of Q2 2026.
  • Morgan Stanley was a new Demars Financial Group position in Q2 2026.
  • Morgan Stanley made up 0.06% of Demars Financial Group's portfolio in Q2 2026, its #112 holding.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.