First Command Advisory Services’s Morgan Stanley MS Stock Holding History

First Command Advisory Services’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	$121K	Buy	579 +231	+66%	+$45.7K	﹤0.01%	271
2026 Q1	$57.3K	Buy	348 +280	+412%	+$48.5K	﹤0.01%	332
2025 Q4	$12.1K	Buy	+68	New	+$11.3K	﹤0.01%	457
2024 Q3	–	Sell	-62	Closed	-$6.03K	–	517
2024 Q2	$6.03K	Buy	62 +46	+288%	+$4.38K	﹤0.01%	386
2024 Q1	$188	Sell	16 -28	-64%	-$2.47K	﹤0.01%	550
2023 Q4	$4.1K	Buy	+44	New	+$3.52K	﹤0.01%	399
2022 Q1	–	Sell	-18	Closed	-$2K	–	86
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	25
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	40
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	24
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	18
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	25
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	44
2020 Q2	$1K	Buy	+18	New	+$756	﹤0.01%	21

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

First Command Advisory Services's MS Position: Q2 2026 in Review

First Command Advisory Services increased its Morgan Stanley (MS) stake by 66% in Q2 2026, buying an estimated $45.7K and bringing the position to 579 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

First Command Advisory Services first reported a position in MS in Q2 2020 and has held it in 13 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First Command Advisory Services held 579 shares of Morgan Stanley worth $121K as of Q2 2026.
First Command Advisory Services bought 231 Morgan Stanley shares in Q2 2026, an estimated $45.7K.
Morgan Stanley made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #271 holding.
First Command Advisory Services first reported a position in Morgan Stanley in Q2 2020 and has held it in 13 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.