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Financial Security Advisor’s Morgan Stanley MS Stock Holding History

Financial Security Advisor’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 		$504K Buy
2,411
+11
+0.5% +$2.18K 0.08% 97
2026
Q1 		$395K Buy
2,400
+13
+0.5% +$2.25K 0.07% 101
2025
Q4 		$424K Sell
2,387
-212
-8% -$35.4K 0.08% 93
2025
Q3 		$413K Buy
2,599
+46
+2% +$6.79K 0.09% 86
2025
Q2 		$360K Buy
2,553
+42
+2% +$5.16K 0.08% 87
2025
Q1 		$293K Sell
2,511
-4
-0.2% -$515 0.07% 89
2024
Q4 		$316K Buy
2,515
+13
+0.5% +$1.6K 0.08% 80
2024
Q3 		$261K Buy
2,502
+36
+1% +$3.63K 0.07% 89
2024
Q2 		$240K Buy
2,466
+16
+0.7% +$1.52K 0.08% 95
2024
Q1 		$231K Buy
2,450
+43
+2% +$3.79K 0.08% 96
2023
Q4 		$224K Buy
+2,407
New +$193K 0.09% 87

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 Security Advisor's MS Position: Q2 2026 in Review

Financial Security Advisor increased its Morgan Stanley (MS) stake by 0.46% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,411 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #97.

Financial Security Advisor first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Security Advisor held 2,411 shares of Morgan Stanley worth $504K as of Q2 2026.
  • Financial Security Advisor bought 11 Morgan Stanley shares in Q2 2026, an estimated $2.18K.
  • Morgan Stanley made up 0.08% of Financial Security Advisor's portfolio in Q2 2026, its #97 holding.
  • Financial Security Advisor first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.