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Elevated Capital Advisors’s Morgan Stanley MS Stock Holding History

Elevated Capital 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 		$286K Sell
1,368
-945
-41% -$187K 0.08% 219
2026
Q1 		$381K Buy
2,313
+2,125
+1,130% +$368K 0.1% 203
2025
Q4 		$33.3K Buy
+188
New +$31.4K 0.01% 367

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

Elevated Capital Advisors's MS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Morgan Stanley (MS) stake by 41% in Q2 2026, selling an estimated $187K and leaving 1,368 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #219.

Elevated Capital Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q1 2026. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Elevated Capital Advisors held 1,368 shares of Morgan Stanley worth $286K as of Q2 2026.
  • Elevated Capital Advisors sold 945 Morgan Stanley shares in Q2 2026, an estimated $187K.
  • Morgan Stanley made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #219 holding.
  • Elevated Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Morgan Stanley position peaked at $381K in Q1 2026.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.