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Flaharty Asset Management’s Morgan Stanley MS Stock Holding History

Flaharty Asset Management’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 		– Sell
-2,508
Closed -$413K – 96
2026
Q1 		$413K Hold
2,508
– – 0.05% 91
2025
Q4 		$445K Buy
2,508
+500
+25% +$83.4K 0.06% 90
2025
Q3 		$319K Buy
2,008
+216
+12% +$31.9K 0.04% 96
2025
Q2 		$252K Sell
1,792
-75
-4% -$9.21K 0.03% 106
2025
Q1 		$218K Buy
1,867
+65
+4% +$8.38K 0.03% 111
2024
Q4 		$227K Buy
1,802
+1,544
+598% +$190K 0.03% 118
2024
Q3 		$26.9K Buy
+258
New +$26K ﹤0.01% 257
2023
Q4 		– Sell
-271
Closed -$22.1K – 317
2023
Q3 		$22.1K Buy
+271
New +$23.5K ﹤0.01% 259
2022
Q1 		– Sell
-2,255
Closed -$221K – 135
2021
Q4 		$221K Buy
+2,255
New +$225K 0.04% 128

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

Flaharty Asset Management's MS Position: Q2 2026 in Review

Flaharty Asset Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 2,508 shares — an estimated $413K sold.

Flaharty Asset Management first reported a position in MS in Q4 2021 and held it in 9 quarters. The position peaked at $445K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Flaharty Asset Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 2,508 Morgan Stanley shares in Q2 2026, an estimated $413K.
  • Flaharty Asset Management first reported a position in Morgan Stanley in Q4 2021 and held it in 9 quarters.
  • Flaharty Asset Management's Morgan Stanley position peaked at $445K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.