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Flagship Wealth Advisors’s Morgan Stanley MS Stock Holding History

Flagship 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 		$187K Buy
896
+500
+126% +$99K 0.04% 160
2026
Q1 		$55.8K Hold
396
– – 0.02% 191
2025
Q4 		$70.3K Hold
396
– – 0.02% 189
2025
Q3 		$62.9K Hold
396
– – 0.02% 203
2025
Q2 		$55.8K Hold
396
– – 0.02% 206
2025
Q1 		$46.2K Hold
396
– – 0.02% 207
2024
Q4 		$49.8K Buy
+396
New +$48.8K 0.03% 190

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

Flagship Wealth Advisors's MS Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Morgan Stanley (MS) stake by 126% in Q2 2026, buying an estimated $99K and bringing the position to 896 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #160.

Flagship Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Flagship Wealth Advisors held 896 shares of Morgan Stanley worth $187K as of Q2 2026.
  • Flagship Wealth Advisors bought 500 Morgan Stanley shares in Q2 2026, an estimated $99K.
  • Morgan Stanley made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Flagship Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.