Empower Advisory Group
MS icon

Empower Advisory Group’s Morgan Stanley MS Stock Holding History

Empower Advisory 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 		$1.42M Buy
6,815
+405
+6% +$80.2K ﹤0.01% 231
2026
Q1 		$1.05M Sell
6,410
-816
-11% -$141K ﹤0.01% 244
2025
Q4 		$1.28M Buy
7,226
+1,652
+30% +$276K ﹤0.01% 231
2025
Q3 		$886K Buy
5,574
+442
+9% +$65.3K ﹤0.01% 265
2025
Q2 		$723K Buy
5,132
+617
+14% +$75.8K ﹤0.01% 283
2025
Q1 		$527K Buy
4,515
+582
+15% +$75K ﹤0.01% 316
2024
Q4 		$494K Sell
3,933
-2,178
-36% -$268K ﹤0.01% 323
2024
Q3 		$637K Buy
6,111
+23
+0.4% +$2.32K ﹤0.01% 284
2024
Q2 		$592K Sell
6,088
-2,374
-28% -$226K ﹤0.01% 282
2024
Q1 		$797K Buy
8,462
+1,520
+22% +$134K ﹤0.01% 248
2023
Q4 		$647K Sell
6,942
-232
-3% -$18.6K ﹤0.01% 268
2023
Q3 		$586K Buy
7,174
+49
+0.7% +$4.25K ﹤0.01% 278
2023
Q2 		$608K Sell
7,125
-188
-3% -$16.1K ﹤0.01% 281
2023
Q1 		$637K Buy
+7,313
New +$682K ﹤0.01% 277

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

Empower Advisory Group's MS Position: Q2 2026 in Review

Empower Advisory Group increased its Morgan Stanley (MS) stake by 6.3% in Q2 2026, buying an estimated $80.2K and bringing the position to 6,815 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Empower Advisory Group first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Empower Advisory Group held 6,815 shares of Morgan Stanley worth $1.42M as of Q2 2026.
  • Empower Advisory Group bought 405 Morgan Stanley shares in Q2 2026, an estimated $80.2K.
  • Morgan Stanley made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #231 holding.
  • Empower Advisory Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.