FCA
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FLC Capital Advisors’s Morgan Stanley MS Stock Holding History

FLC Capital 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 		$401K Hold
1,918
– – 0.06% 152
2026
Q1 		$316K Buy
1,918
+323
+20% +$55.9K 0.06% 168
2025
Q4 		$283K Hold
1,595
– – 0.05% 168
2025
Q3 		$254K Hold
1,595
– – 0.05% 177
2025
Q2 		$225K Buy
+1,595
New +$196K 0.05% 181

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

FLC Capital Advisors's MS Position: Q2 2026 in Review

FLC Capital Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 1,918 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #152.

FLC Capital Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FLC Capital Advisors held 1,918 shares of Morgan Stanley worth $401K as of Q2 2026.
  • FLC Capital Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.06% of FLC Capital Advisors's portfolio in Q2 2026, its #152 holding.
  • FLC Capital Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.