Financial Network Wealth Advisors’s Morgan Stanley MS Stock Holding History

Financial Network Wealth 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	$70K	Sell	335 -25	-7%	-$4.95K	0.07%	226
2026 Q1	$59.2K	Sell	360 -25	-6%	-$4.33K	0.06%	244
2025 Q4	$68.3K	Buy	385 +2	+0.5%	+$334	0.07%	224
2025 Q3	$60.9K	Buy	383 +27	+8%	+$3.99K	0.07%	233
2025 Q2	$50.1K	Hold	356	–	–	0.06%	260
2025 Q1	$41.5K	Buy	356 +75	+27%	+$9.66K	0.05%	267
2024 Q4	$35.3K	Sell	281 -264	-48%	-$32.5K	0.07%	223
2024 Q3	$56.8K	Buy	545 +61	+13%	+$6.14K	0.05%	269
2024 Q2	$47K	Buy	+484	New	+$46.1K	0.04%	313

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

Financial Network Wealth Advisors's MS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Morgan Stanley (MS) stake by 6.9% in Q2 2026, selling an estimated $4.95K and leaving 335 shares worth $70K. The position accounts for 0.07% of the portfolio, ranked #226.

Financial Network Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Financial Network Wealth Advisors held 335 shares of Morgan Stanley worth $70K as of Q2 2026.
Financial Network Wealth Advisors sold 25 Morgan Stanley shares in Q2 2026, an estimated $4.95K.
Morgan Stanley made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #226 holding.
Financial Network Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.