FPI
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Financial Plan Inc’s Morgan Stanley MS Stock Holding History

Financial Plan Inc’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 		$207K Buy
+992
New +$196K 0.02% 91

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Financial Plan Inc's MS Position: Q2 2026 in Review

Financial Plan Inc opened a new position in Morgan Stanley (MS) in Q2 2026: 992 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #91 among its holdings.

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

  • Financial Plan Inc held 992 shares of Morgan Stanley worth $207K as of Q2 2026.
  • Morgan Stanley was a new Financial Plan Inc position in Q2 2026.
  • Morgan Stanley made up 0.02% of Financial Plan Inc's portfolio in Q2 2026, its #91 holding.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.