FA
MS icon

Fiducient Advisors’s Morgan Stanley MS Stock Holding History

Fiducient 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 		$300K Sell
1,434
-110
-7% -$21.8K 0.04% 126
2026
Q1 		$254K Sell
1,544
-2,146
-58% -$372K 0.03% 119
2025
Q4 		$655K Hold
3,690
– – 0.08% 98
2025
Q3 		$587K Buy
3,690
+851
+30% +$126K 0.07% 95
2025
Q2 		$400K Buy
2,839
+11
+0.4% +$1.35K 0.05% 105
2025
Q1 		$330K Sell
2,828
-70
-2% -$9.02K 0.04% 120
2024
Q4 		$364K Buy
2,898
+70
+2% +$8.62K 0.05% 112
2024
Q3 		$295K Sell
2,828
-321
-10% -$32.3K 0.03% 116
2024
Q2 		$306K Sell
3,149
-73
-2% -$6.95K 0.04% 114
2024
Q1 		$303K Sell
3,222
-99
-3% -$8.72K 0.06% 103
2023
Q4 		$310K Sell
3,321
-15
-0.4% -$1.2K 0.06% 100
2023
Q3 		$272K Buy
+3,336
New +$290K 0.02% 96

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

Fiducient Advisors's MS Position: Q2 2026 in Review

Fiducient Advisors reduced its Morgan Stanley (MS) stake by 7.1% in Q2 2026, selling an estimated $21.8K and leaving 1,434 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #126.

Fiducient Advisors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $655K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fiducient Advisors held 1,434 shares of Morgan Stanley worth $300K as of Q2 2026.
  • Fiducient Advisors sold 110 Morgan Stanley shares in Q2 2026, an estimated $21.8K.
  • Morgan Stanley made up 0.04% of Fiducient Advisors's portfolio in Q2 2026, its #126 holding.
  • Fiducient Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Fiducient Advisors's Morgan Stanley position peaked at $655K in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.