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Florida Financial Advisors’s Morgan Stanley MS Stock Holding History

Florida Financial 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
Q3 		$635K Buy
3,378
+769
+29% +$163K 0.1% 192
2026
Q2 		$546K Buy
2,609
+105
+4% +$20.8K 0.09% 191
2026
Q1 		$412K Buy
2,504
+336
+15% +$58.2K 0.1% 192
2025
Q4 		$381K Buy
2,168
+329
+18% +$54.9K 0.1% 177
2025
Q3 		$293K Sell
1,839
-231
-11% -$34.1K 0.09% 201
2025
Q2 		$292K Sell
2,070
-219
-10% -$26.9K 0.1% 207
2025
Q1 		$267K Buy
2,289
+428
+23% +$55.1K 0.11% 195
2024
Q4 		$234K Buy
+1,861
New +$229K 0.1% 171

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Florida Financial Advisors's MS Position: Q3 2026 in Review

Florida Financial Advisors increased its Morgan Stanley (MS) stake by 29% in Q3 2026, buying an estimated $163K and bringing the position to 3,378 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #192.

Florida Financial Advisors first reported a position in MS in Q4 2024 and has held it in 8 quarters since. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Florida Financial Advisors held 3,378 shares of Morgan Stanley worth $635K as of Q3 2026.
  • Florida Financial Advisors bought 769 Morgan Stanley shares in Q3 2026, an estimated $163K.
  • Morgan Stanley made up 0.1% of Florida Financial Advisors's portfolio in Q3 2026, its #192 holding.
  • Florida Financial Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Florida Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.