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FAI Advisors’s Morgan Stanley MS Stock Holding History

FAI 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
Q3 		$257K Buy
1,369
+215
+19% +$45.7K 0.1% 148
2026
Q2 		$241K Buy
+1,154
New +$229K 0.09% 160

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

FAI Advisors's MS Position: Q3 2026 in Review

FAI Advisors increased its Morgan Stanley (MS) stake by 19% in Q3 2026, buying an estimated $45.7K and bringing the position to 1,369 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #148.

FAI Advisors first reported a position in MS in Q2 2026 and has held it in 2 quarters since. 2,010 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • FAI Advisors held 1,369 shares of Morgan Stanley worth $257K as of Q3 2026.
  • FAI Advisors bought 215 Morgan Stanley shares in Q3 2026, an estimated $45.7K.
  • Morgan Stanley made up 0.1% of FAI Advisors's portfolio in Q3 2026, its #148 holding.
  • FAI Advisors first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • 2,010 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.