Diversify Advisory Services’s Morgan Stanley MS Stock Holding History

Diversify Advisory Services’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	$3.76M	Buy	17,538 +16,255	+1,267%	+$3.22M	0.06%	260
2026 Q1	$240K	Sell	1,283 -10,753	-89%	-$1.86M	0.04%	190
2025 Q4	$2.28M	Sell	12,036 -1,842	-13%	-$307K	0.07%	208
2025 Q3	$2.27M	Sell	13,878 -2,270	-14%	-$335K	0.08%	193
2025 Q2	$2.38M	Buy	16,148 +7,688	+91%	+$944K	0.09%	164
2025 Q1	$983K	Sell	8,460 -1,458	-15%	-$188K	0.06%	220
2024 Q4	$1.22M	Sell	9,918 -559	-5%	-$68.8K	0.07%	201
2024 Q3	$1.24M	Buy	10,477 +65	+0.6%	+$6.55K	0.07%	219
2024 Q2	$1.07M	Buy	10,412 +92	+0.9%	+$8.76K	0.06%	231
2024 Q1	$965K	Buy	+10,320	New	+$909K	0.06%	259

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Diversify Advisory Services's MS Position: Q2 2026 in Review

Diversify Advisory Services increased its Morgan Stanley (MS) stake by 1,267% in Q2 2026, buying an estimated $3.22M and bringing the position to 17,538 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #260.

Diversify Advisory Services first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Diversify Advisory Services held 17,538 shares of Morgan Stanley worth $3.76M as of Q2 2026.
Diversify Advisory Services bought 16,255 Morgan Stanley shares in Q2 2026, an estimated $3.22M.
Morgan Stanley made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #260 holding.
Diversify Advisory Services first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.