FGC
MS icon

Financial Gravity Companies’s Morgan Stanley MS Stock Holding History

Financial Gravity Companies’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 		$14.6K Buy
+70
New +$13.9K ﹤0.01% 525

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 Gravity Companies's MS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Morgan Stanley (MS) in Q2 2026: 70 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Gravity Companies held 70 shares of Morgan Stanley worth $14.6K as of Q2 2026.
  • Morgan Stanley was a new Financial Gravity Companies position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #525 holding.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.