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Fi3 Financial Advisors’s Morgan Stanley MS Stock Holding History

Fi3 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 		$434K Sell
958
-1,189
-55% -$235K 0.1% 111
2026
Q1 		$353K Sell
2,147
-490
-19% -$84.8K 0.1% 117
2025
Q4 		$468K Buy
2,637
+128
+5% +$21.4K 0.14% 77
2025
Q3 		$399K Buy
2,509
+96
+4% +$14.2K 0.13% 75
2025
Q2 		$340K Sell
2,413
-107
-4% -$13.1K 0.12% 84
2025
Q1 		$294K Buy
2,520
+37
+1% +$4.77K 0.12% 80
2024
Q4 		$312K Sell
2,483
-107
-4% -$13.2K 0.12% 74
2024
Q3 		$270K Buy
+2,590
New +$261K 0.11% 76

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

Fi3 Financial Advisors's MS Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Morgan Stanley (MS) stake by 55% in Q2 2026, selling an estimated $235K and leaving 958 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #111.

Fi3 Financial Advisors first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q4 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fi3 Financial Advisors held 958 shares of Morgan Stanley worth $434K as of Q2 2026.
  • Fi3 Financial Advisors sold 1,189 Morgan Stanley shares in Q2 2026, an estimated $235K.
  • Morgan Stanley made up 0.1% of Fi3 Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Fi3 Financial Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Fi3 Financial Advisors's Morgan Stanley position peaked at $468K in Q4 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.