Evernest Financial Advisors’s Morgan Stanley MS Stock Holding History

Evernest Financial 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	$1.19M	Buy	5,700 +5	+0.1%	+$990	0.25%	64
2026 Q1	$1.08M	Sell	5,695 -11	-0.2%	-$1.9K	0.23%	69
2025 Q4	$1.04M	Buy	5,706 +109	+2%	+$18.2K	0.22%	73
2025 Q3	$890K	Sell	5,597 -53	-0.9%	-$7.83K	0.25%	79
2025 Q2	$796K	Buy	5,650 +873	+18%	+$107K	0.26%	80
2025 Q1	$557K	Sell	4,777 -74	-2%	-$9.54K	0.2%	97
2024 Q4	$610K	Sell	4,851 -116	-2%	-$14.3K	0.16%	97
2024 Q3	$518K	Sell	4,967 -80	-2%	-$8.06K	0.14%	104
2024 Q2	$491K	Sell	5,047 -6	-0.1%	-$571	0.22%	84
2024 Q1	$458K	Buy	5,053 +849	+20%	+$74.8K	0.22%	86
2023 Q4	$392K	Buy	+4,204	New	+$336K	0.2%	99
2021 Q4	$359K	Buy	+4,177	New	+$416K	0.19%	92

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

Evernest Financial Advisors's MS Position: Q2 2026 in Review

Evernest Financial Advisors increased its Morgan Stanley (MS) stake by 0.09% in Q2 2026, buying an estimated $990 and bringing the position to 5,700 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #64.

Evernest Financial Advisors first reported a position in MS in Q4 2021 and has held it in 12 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Evernest Financial Advisors held 5,700 shares of Morgan Stanley worth $1.19M as of Q2 2026.
Evernest Financial Advisors bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
Morgan Stanley made up 0.25% of Evernest Financial Advisors's portfolio in Q2 2026, its #64 holding.
Evernest Financial Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.