FSAG
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Financial Solutions Advisory Group’s Morgan Stanley MS Stock Holding History

Financial Solutions Advisory Group’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 		$372K Buy
1,676
+450
+37% +$89.1K 0.05% 132
2026
Q1 		$202K Buy
+1,226
New +$212K 0.03% 172

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Solutions Advisory Group's MS Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Morgan Stanley (MS) stake by 37% in Q2 2026, buying an estimated $89.1K and bringing the position to 1,676 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #132.

Financial Solutions Advisory Group first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Solutions Advisory Group held 1,676 shares of Morgan Stanley worth $372K as of Q2 2026.
  • Financial Solutions Advisory Group bought 450 Morgan Stanley shares in Q2 2026, an estimated $89.1K.
  • Morgan Stanley made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Financial Solutions Advisory Group first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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