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Financial Advisory Partners’s Morgan Stanley MS Stock Holding History

Financial Advisory Partners’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 		$6.82M Sell
32,640
-774
-2% -$153K 1.78% 12
2026
Q1 		$5.5M Sell
33,414
-649
-2% -$112K 1.55% 17
2025
Q4 		$6.05M Sell
34,063
-401
-1% -$66.9K 1.71% 12
2025
Q3 		$5.48M Sell
34,464
-401
-1% -$59.2K 1.6% 16
2025
Q2 		$4.91M Sell
34,865
-1,414
-4% -$174K 1.54% 20
2025
Q1 		$4.23M Sell
36,279
-685
-2% -$88.3K 1.42% 25
2024
Q4 		$4.65M Sell
36,964
-213
-0.6% -$26.2K 1.54% 16
2024
Q3 		$3.88M Sell
37,177
-1,169
-3% -$118K 1.29% 27
2024
Q2 		$3.73M Sell
38,346
-875
-2% -$83.3K 1.39% 24
2024
Q1 		$3.69M Buy
+39,221
New +$3.45M 1.43% 29

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

Financial Advisory Partners's MS Position: Q2 2026 in Review

Financial Advisory Partners reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $153K and leaving 32,640 shares worth $6.82M. The position accounts for 1.78% of the portfolio, ranked #12.

Financial Advisory Partners first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,717 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Advisory Partners held 32,640 shares of Morgan Stanley worth $6.82M as of Q2 2026.
  • Financial Advisory Partners sold 774 Morgan Stanley shares in Q2 2026, an estimated $153K.
  • Morgan Stanley made up 1.78% of Financial Advisory Partners's portfolio in Q2 2026, its #12 holding.
  • Financial Advisory Partners first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,717 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.