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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
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 $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

Florida Financial Advisors's MS Position: Q2 2026 in Review

Florida Financial Advisors increased its Morgan Stanley (MS) stake by 4.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,609 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #191.

Florida Financial 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.

  • Florida Financial Advisors held 2,609 shares of Morgan Stanley worth $546K as of Q2 2026.
  • Florida Financial Advisors bought 105 Morgan Stanley shares in Q2 2026, an estimated $20.8K.
  • Morgan Stanley made up 0.09% of Florida Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • Florida Financial 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 Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.