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Ethos Financial Group’s Morgan Stanley MS Stock Holding History

Ethos 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 		$678K Buy
3,298
+40
+1% +$7.92K 0.05% 293
2026
Q1 		$554K Buy
3,258
+58
+2% +$10K 0.04% 291
2025
Q4 		$568K Buy
3,200
+215
+7% +$35.9K 0.04% 271
2025
Q3 		$475K Buy
2,985
+1,378
+86% +$203K 0.04% 275
2025
Q2 		$226K Sell
1,607
-296
-16% -$36.4K 0.02% 391
2025
Q1 		$239K Hold
1,903
– – 0.02% 355
2024
Q4 		$239K Buy
+1,903
New +$234K 0.03% 256
2023
Q3 		– Sell
-2,512
Closed -$221K – 192
2023
Q2 		$221K Hold
2,512
– – 0.07% 130
2023
Q1 		$221K Buy
+2,512
New +$234K 0.07% 159

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group increased its Morgan Stanley (MS) stake by 1.2% in Q2 2026, buying an estimated $7.92K and bringing the position to 3,298 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #293.

Ethos Financial Group first reported a position in MS in Q1 2023 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ethos Financial Group held 3,298 shares of Morgan Stanley worth $678K as of Q2 2026.
  • Ethos Financial Group bought 40 Morgan Stanley shares in Q2 2026, an estimated $7.92K.
  • Morgan Stanley made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #293 holding.
  • Ethos Financial Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.