Fiduciary Family Office’s Morgan Stanley MS Stock Holding History

Fiduciary Family Office’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	$1.39M	Buy	6,667 +1,435	+27%	+$284K	0.35%	54
2026 Q1	$861K	Buy	5,232 +2,470	+89%	+$428K	0.25%	80
2025 Q4	$490K	Sell	2,762 -51	-2%	-$8.51K	0.14%	112
2025 Q3	$447K	Sell	2,813 -851	-23%	-$126K	0.13%	127
2025 Q2	$516K	Buy	3,664 +818	+29%	+$100K	0.17%	119
2025 Q1	$332K	Buy	+2,846	New	+$367K	0.11%	149
2024 Q4	–	Sell	-3,255	Closed	-$339K	–	188
2024 Q3	$339K	Sell	3,255 -41	-1%	-$4.13K	0.11%	156
2024 Q2	$320K	Sell	3,296 -45	-1%	-$4.28K	0.13%	157
2024 Q1	$315K	Buy	3,341 +972	+41%	+$85.6K	0.12%	162
2023 Q4	$221K	Buy	+2,369	New	+$190K	0.1%	204

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

Fiduciary Family Office's MS Position: Q2 2026 in Review

Fiduciary Family Office increased its Morgan Stanley (MS) stake by 27% in Q2 2026, buying an estimated $284K and bringing the position to 6,667 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #54.

Fiduciary Family Office first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fiduciary Family Office held 6,667 shares of Morgan Stanley worth $1.39M as of Q2 2026.
Fiduciary Family Office bought 1,435 Morgan Stanley shares in Q2 2026, an estimated $284K.
Morgan Stanley made up 0.35% of Fiduciary Family Office's portfolio in Q2 2026, its #54 holding.
Fiduciary Family Office first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.